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The Macro Compass
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bearish
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Macroeconomics
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12 Feb 2024 07:32
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Syndicated
Bubbles & AntiBubbles
This is why today we are going to cover the two strongest narratives out there: China is doomed; AI is the new revolution and US tech will dominate...
Alfonso Peccatiello (Alf)
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288 Views
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bearish
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Macroeconomics
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15 Jan 2024 22:44
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Syndicated
The Liquidity Conundrum
The Fed has been running QT for a while and yet there is still abundant liquidity in the financial system. Fed’s bond holdings are down $1.3...
Alfonso Peccatiello (Alf)
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220 Views
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bearish
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Macroeconomics
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03 Aug 2023 08:37
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Syndicated
US Downgrade! Now What?
Are we back in 2011 or what? After the US debt ceiling drama earlier this year we just witnessed a rating agency downgrading the US exactly like in...
Alfonso Peccatiello (Alf)
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274 Views
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bullish
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Cross Asset Strategy
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15 May 2023 09:26
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Syndicated
The Real Deal
Our economic system is ultra-financialized and dependent on leverage. That’s why understanding the incentive scheme for both investors and...
Alfonso Peccatiello (Alf)
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255 Views
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bullish
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Cross Asset Strategy
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14 Apr 2023 07:09
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Syndicated
The Long Term Debt Cycle
Long-term, structural economic growth is mostly driven by two factors: demographics and productivity. Both peaked in the late 80s, and we chose to...
Alfonso Peccatiello (Alf)
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422 Views
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