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This is a True Regime Change
Tectonic Shifts Are Happening in Macro and Markets
Sep 10
•
Alfonso Peccatiello (Alf)
113
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This is a True Regime Change
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18
7:39
August 2024
Panic Monday! (What Now?)
Let's Stop Panicking & Start Assessing Macro Together Instead
Aug 5
•
Alfonso Peccatiello (Alf)
95
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Panic Monday! (What Now?)
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5
5:27
July 2024
Macro Volatility Is Coming
The calm before the storm
Jul 15
•
Alfonso Peccatiello (Alf)
138
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Macro Volatility Is Coming
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11
8:58
May 2024
Why Doesn't The Economy Break?!
After all, rates are high and the curve is inverted!
May 16
•
Alfonso Peccatiello (Alf)
195
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Why Doesn't The Economy Break?!
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11
6:09
Yield Curve 101
A Primer on How the Yield Curve Works
May 10
•
Alfonso Peccatiello (Alf)
225
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Yield Curve 101
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10
7:37
Tectonic Macro Shifts
Big Challenges to The Reflation Narrative
May 5
•
Alfonso Peccatiello (Alf)
263
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Tectonic Macro Shifts
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20
7:48
April 2024
A Trillion (Dollar) Reasons
Yellen is the Policymaker to Watch Now
Apr 25
•
Alfonso Peccatiello (Alf)
82
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A Trillion (Dollar) Reasons
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7
11:03
March 2024
Do You Own These in Your Portfolio?
Three Exposures To Own
Mar 24
•
Alfonso Peccatiello (Alf)
121
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Do You Own These in Your Portfolio?
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11
11:24
Beware Animal Spirits
Big Macro Events Loom Large
Mar 10
•
Alfonso Peccatiello (Alf)
122
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Beware Animal Spirits
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8
9:42
IT'S BACK!
Sharing an important news
Mar 2
•
Alfonso Peccatiello (Alf)
155
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IT'S BACK!
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5
5:50
January 2024
Pay Attention To Monetary Plumbing
Why does everybody care about the QRA next week?
Jan 27
•
Alfonso Peccatiello (Alf)
268
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Pay Attention To Monetary Plumbing
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9
7:48
The Liquidity Conundrum
Monetary Plumbing Key To Macro in 2024
Jan 15
•
Alfonso Peccatiello (Alf)
218
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The Liquidity Conundrum
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32
9:01
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