The Macro Compass

Home
Archive
About
NewTopDiscussion
Fading The Soft Landing NarrativeListen now | No, This Is Not The Time For Goldilocks Pricing.
Alfonso Peccatiello (Alf)
114
27
The World's Most Important MarketListen now | The repo market is the oil that lubricates the engine of global financial markets - let's explore it in this article of the Bond Market 101…
Alfonso Peccatiello (Alf)
308
95
The Crazy Market Rally ExplainedListen now | The Fed just hiked 75 bps and markets went ballistic: what the heck?!
Alfonso Peccatiello (Alf)
633
96
Bear Market Rally or Turning Point?Listen now | A Global Macro Assessment.
Alfonso Peccatiello (Alf)
411
150
Nothing Else (Except Macro) MattersListen now | Time To Go Long, Short or To Go Fishing?
Alfonso Peccatiello (Alf)
410
139
So, Recession?Listen now | And if so: when, and how bad?
Alfonso Peccatiello (Alf)
489
164
Time To Buy Bonds?Listen now | Let's Talk About It.
Alfonso Peccatiello (Alf)
405
124
Stop Fooling Around, J-PowListen now | This Bad Coop, Good Cop Doesn't Really Help
Alfonso Peccatiello (Alf)
388
193
The True Reason Why Central Banks Do QEListen now | Explained in plain English.
Alfonso Peccatiello (Alf)
395
199
The Biggest Macro Risk You Might Be IgnoringListen now | ...is in Europe - why, and how to position for it.
Alfonso Peccatiello (Alf)
273
60
How To Avoid Stupid MistakesListen now | As a long-term investor, risk management is mostly about avoiding them.
Alfonso Peccatiello (Alf)
337
88
Let The Macro Polar Stars Guide YouListen now | And don't miss the new tool I introduce this week!
Alfonso Peccatiello (Alf)
282
67
© 2022 Alfonso Peccatiello (Alf)
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing