The Macro Compass

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

June 2024

Yes, But What's The Macro EndGame?
A Framework To Answer This Million Dollar Question
 • 
Alfonso Peccatiello (Alf)
4
9:15

May 2024

Why Doesn't The Economy Break?!
After all, rates are high and the curve is inverted!
 • 
Alfonso Peccatiello (Alf)
22
6:09
Yield Curve 101
A Primer on How the Yield Curve Works
 • 
Alfonso Peccatiello (Alf)
17
7:37
Tectonic Macro Shifts
Big Challenges to The Reflation Narrative
 • 
Alfonso Peccatiello (Alf)
18
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)
6
5:50

February 2024

The Truth About Money
Money doesn't work like they told you it does.
 • 
Alfonso Peccatiello (Alf)
37
11:24
Bubbles & AntiBubbles
Narratives can dominate macro longer than you can remain solvent
 • 
Alfonso Peccatiello (Alf)
9
10:29

January 2024

Pay Attention To Monetary Plumbing
Why does everybody care about the QRA next week?
 • 
Alfonso Peccatiello (Alf)
10
7:48
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