The Macro Compass

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This is a True Regime Change
Tectonic Shifts Are Happening in Macro and Markets
 • 
Alfonso Peccatiello (Alf)
18
7:39

August 2024

Panic Monday! (What Now?)
Let's Stop Panicking & Start Assessing Macro Together Instead
 • 
Alfonso Peccatiello (Alf)
5
5:27

July 2024

Macro Volatility Is Coming
The calm before the storm
 • 
Alfonso Peccatiello (Alf)
11
8:58

May 2024

Why Doesn't The Economy Break?!
After all, rates are high and the curve is inverted!
 • 
Alfonso Peccatiello (Alf)
11
6:09
Yield Curve 101
A Primer on How the Yield Curve Works
 • 
Alfonso Peccatiello (Alf)
10
7:37
Tectonic Macro Shifts
Big Challenges to The Reflation Narrative
 • 
Alfonso Peccatiello (Alf)
20
7:48

April 2024

A Trillion (Dollar) Reasons
Yellen is the Policymaker to Watch Now
 • 
Alfonso Peccatiello (Alf)
7
11:03

March 2024

Do You Own These in Your Portfolio?
Three Exposures To Own
 • 
Alfonso Peccatiello (Alf)
11
11:24
Beware Animal Spirits
Big Macro Events Loom Large
 • 
Alfonso Peccatiello (Alf)
8
9:42
IT'S BACK!
Sharing an important news
 • 
Alfonso Peccatiello (Alf)
5
5:50

January 2024

Pay Attention To Monetary Plumbing
Why does everybody care about the QRA next week?
 • 
Alfonso Peccatiello (Alf)
9
7:48
The Liquidity Conundrum
Monetary Plumbing Key To Macro in 2024
 • 
Alfonso Peccatiello (Alf)
32
9:01
© 2024 Alfonso Peccatiello (Alf)
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