The Macro Compass

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A Trillion (Dollar) Reasons
Yellen is the Policymaker to Watch Now
 • 
Alfonso Peccatiello (Alf)
5
11:03

March 2024

Do You Own These in Your Portfolio?
Three Exposures To Own
 • 
Alfonso Peccatiello (Alf)
12
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)
38
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
The Liquidity Conundrum
Monetary Plumbing Key To Macro in 2024
 • 
Alfonso Peccatiello (Alf)
31
9:01
Unpacking Bond Markets
Plenty is happening under the hood
 • 
Alfonso Peccatiello (Alf)
5:31
The 2024 Macro Playbook
How To Approach This Key Macro Year Ahead
 • 
Alfonso Peccatiello (Alf)
3
5:02

December 2023

Japan: Here is What You Should Know
The Japanese Yen is Catching Headlines: Let's Separate Signal From Noise
 • 
Alfonso Peccatiello (Alf)
17
8:18
The Whales Are Coming
2024 Could See The Comeback of Bond Market Whales
 • 
Alfonso Peccatiello (Alf)
9
7:07
© 2024 Alfonso Peccatiello (Alf)
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