The Macro Compass

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The Macro EndGameListen now (6 min) | What happens when the Thanos of Macro snaps his fingers?
Alfonso Peccatiello (Alf)
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The Crazy Market Rally ExplainedListen now | The Fed just hiked 75 bps and markets went ballistic: what the heck?!
Alfonso Peccatiello (Alf)
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Bear Market Rally or Turning Point?Listen now | A Global Macro Assessment.
Alfonso Peccatiello (Alf)
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So, Recession?Listen now | And if so: when, and how bad?
Alfonso Peccatiello (Alf)
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Nothing Else (Except Macro) MattersListen now | Time To Go Long, Short or To Go Fishing?
Alfonso Peccatiello (Alf)
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Time To Buy Bonds?Listen now | Let's Talk About It.
Alfonso Peccatiello (Alf)
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The World's Most Important MarketListen 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)
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The True Reason Why Central Banks Do QEListen now | Explained in plain English.
Alfonso Peccatiello (Alf)
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Stop Fooling Around, J-PowListen now | This Bad Coop, Good Cop Doesn't Really Help
Alfonso Peccatiello (Alf)
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The Bond Market in Plain EnglishListen now | ...with my funny Al-Pacino accent, yes: but you get what I mean.
Alfonso Peccatiello (Alf)
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How To Avoid Stupid MistakesListen now | As a long-term investor, risk management is mostly about avoiding them.
Alfonso Peccatiello (Alf)
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The Yield Curve Inversion is ComingListen now | Are you ready for it?
Alfonso Peccatiello (Alf)
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