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Fading The Soft Landing Narrative
Listen now | No, This Is Not The Time For Goldilocks Pricing.
Alfonso Peccatiello (Alf)
4 hr ago
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Fading The Soft Landing Narrative
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The World's Most Important Market
Listen 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)
Aug 4
308
95
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The World's Most Important Market
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The Crazy Market Rally Explained
Listen now | The Fed just hiked 75 bps and markets went ballistic: what the heck?!
Alfonso Peccatiello (Alf)
Jul 28
633
96
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The Crazy Market Rally Explained
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Bear Market Rally or Turning Point?
Listen now | A Global Macro Assessment.
Alfonso Peccatiello (Alf)
Jul 21
411
150
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Bear Market Rally or Turning Point?
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Nothing Else (Except Macro) Matters
Listen now | Time To Go Long, Short or To Go Fishing?
Alfonso Peccatiello (Alf)
Jul 14
410
139
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Nothing Else (Except Macro) Matters
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So, Recession?
Listen now | And if so: when, and how bad?
Alfonso Peccatiello (Alf)
Jul 7
489
164
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So, Recession?
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Time To Buy Bonds?
Listen now | Let's Talk About It.
Alfonso Peccatiello (Alf)
Jun 23
405
124
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Time To Buy Bonds?
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Stop Fooling Around, J-Pow
Listen now | This Bad Coop, Good Cop Doesn't Really Help
Alfonso Peccatiello (Alf)
Jun 16
388
193
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Stop Fooling Around, J-Pow
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The True Reason Why Central Banks Do QE
Listen now | Explained in plain English.
Alfonso Peccatiello (Alf)
Jun 9
395
199
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The True Reason Why Central Banks Do QE
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The Biggest Macro Risk You Might Be Ignoring
Listen now | ...is in Europe - why, and how to position for it.
Alfonso Peccatiello (Alf)
Jun 2
273
60
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The Biggest Macro Risk You Might Be Ignoring
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How To Avoid Stupid Mistakes
Listen now | As a long-term investor, risk management is mostly about avoiding them.
Alfonso Peccatiello (Alf)
May 30
337
88
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How To Avoid Stupid Mistakes
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Let The Macro Polar Stars Guide You
Listen now | And don't miss the new tool I introduce this week!
Alfonso Peccatiello (Alf)
May 19
282
67
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Let The Macro Polar Stars Guide You
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