Archive - The Macro Compass

Null Komma Null

It's Time For Some Macro Breakouts

Jun 18 •

Alfonso Peccatiello (Alf)

6:51

May 2025

On The US Downgrade

Moody's downgraded the US: now what?

May 19 •

Alfonso Peccatiello (Alf)

7:55

April 2025

How The Whales Could Dump More US Dollars

Trillions of USD Selling Flows Could Be Around The Corner

Apr 25 •

Alfonso Peccatiello (Alf)

5:13

March 2025

The Macro Unicorn

Last Seen In 2008: Are You Ready For It?

Mar 31 •

Alfonso Peccatiello (Alf)

7:17

February 2025

Here Are My Top Macro Ideas

The Best Risk/Reward Opportunities In Macro

Feb 23 •

Alfonso Peccatiello (Alf)

6:01

Bond Market Rally Next?

More Disinflation, More Fed Cuts?

Feb 7 •

Alfonso Peccatiello (Alf)

4:56

January 2025

How To Prepare For Tariff Day

The big day for tariffs is approaching

Jan 19 •

Alfonso Peccatiello (Alf)

7:20

What To Buy For A Macro Portfolio In 2025

A deep look at tariffs and the most attractive macro asset classes to kickstart 2025

Jan 5 •

Alfonso Peccatiello (Alf)

8:08

December 2024

A Fresh Look At Bond Markets

Bond Markets Are On Fire Again

Dec 9, 2024 •

Alfonso Peccatiello (Alf)

6:41

November 2024

Trump Trades – More Room To Run?

A deep look at how the Trump Trades are priced today

Nov 29, 2024 •

Alfonso Peccatiello (Alf)

A Scary Bond Market

Term Premium Is Back - So Are The Bond Vigilantes?

Nov 1, 2024 •

Alfonso Peccatiello (Alf)

October 2024

Macro Clouds On The Horizon

Patient Europe Is Dying & The Debt-Based US Model

Oct 20, 2024 •

Alfonso Peccatiello (Alf)

7:01

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