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Do You Own These in Your Portfolio?
Three Exposures To Own
Mar 24
•
Alfonso Peccatiello (Alf)
11:24
109
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Do You Own These in Your Portfolio?
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12
Beware Animal Spirits
Big Macro Events Loom Large
Mar 10
•
Alfonso Peccatiello (Alf)
9:42
120
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Beware Animal Spirits
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8
IT'S BACK!
Sharing an important news
Mar 2
•
Alfonso Peccatiello (Alf)
5:50
154
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IT'S BACK!
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6
February 2024
The Truth About Money
Money doesn't work like they told you it does.
Feb 25
•
Alfonso Peccatiello (Alf)
11:24
138
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The Truth About Money
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38
Bubbles & AntiBubbles
Narratives can dominate macro longer than you can remain solvent
Feb 11
•
Alfonso Peccatiello (Alf)
10:29
253
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Bubbles & AntiBubbles
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9
January 2024
Pay Attention To Monetary Plumbing
Why does everybody care about the QRA next week?
Jan 27
•
Alfonso Peccatiello (Alf)
7:48
267
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Pay Attention To Monetary Plumbing
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The Liquidity Conundrum
Monetary Plumbing Key To Macro in 2024
Jan 15
•
Alfonso Peccatiello (Alf)
9:01
216
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The Liquidity Conundrum
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31
Unpacking Bond Markets
Plenty is happening under the hood
Jan 9
•
Alfonso Peccatiello (Alf)
5:31
197
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Unpacking Bond Markets
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The 2024 Macro Playbook
How To Approach This Key Macro Year Ahead
Jan 2
•
Alfonso Peccatiello (Alf)
5:02
196
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The 2024 Macro Playbook
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3
December 2023
Japan: Here is What You Should Know
The Japanese Yen is Catching Headlines: Let's Separate Signal From Noise
Dec 8, 2023
•
Alfonso Peccatiello (Alf)
8:18
268
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Japan: Here is What You Should Know
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17
The Whales Are Coming
2024 Could See The Comeback of Bond Market Whales
Dec 3, 2023
•
Alfonso Peccatiello (Alf)
7:07
265
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The Whales Are Coming
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9
November 2023
Inflation: What Next?
A New Paradigm or Back to 2%?
Nov 20, 2023
•
Alfonso Peccatiello (Alf)
9:01
194
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Inflation: What Next?
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10
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