Alfonso Peccatiello

Author of The Macro Compass newsletter

New York City, USA

About Alfonso

Alfonso Peccatiello is a financial analyst and writer, best known for his work on The Macro Compass. He has a strong background in economics and finance, and is widely followed on social media for his insights on global markets.

Associated Podcasts

Market Champions

Host

Alpha Exchange

Guest

The ACID Capitalist Podcast

Guest

The Jacob Shapiro Podcast

Guest

Connect

Recent Appearances

How To Trade Macro In A War

The Macro Trading Floor•Mar 20, 2026•33:07•host

Hormuz & The Terms of Trade Shock

The Macro Trading Floor•Mar 6, 2026•37:02•host

Alfonso Peccatiello

About Alfonso

Associated Podcasts

Market Champions

Alpha Exchange

The ACID Capitalist Podcast

The Jacob Shapiro Podcast

Connect

Recent Appearances

How To Trade Macro In A War

Hormuz & The Terms of Trade Shock

The Macro Trading Floor

Key Topics

The New Fed vs The Good Old Bond Market

US Dollar Hedging: A Real Risk or Just a Narrative?

Japanese Macro Tails

The Everything SuperCycle?

More Pain Ahead Or Buy The Dip?

''Run It Hot'': The Comeback?

We Have A Deal: Now What?

Momentum Shock: What Next For Markets?

Gold & Cockroaches

Buy The Bubble or Watch It Burst?

Cracks In The US Labor Market - What Next?

The Truth Behind Fiscal Dominance

Run It Hot Hot Hot

Is The Fed Ready To Capitulate Dovish?

The Tariff Mismatch Theory

Carry & Options In A Trump World

Macro Crossroads: What's Next For Markets?

Time For The Fed To Turn Dovish?