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Alfonso Peccatiello
Author of The Macro Compass newsletter
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.
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Chronological feed
Recent appearances
On Bessent, Gold & Idiosyncratic TradesThe Macro Trading FloorAug 28, 202635:58HostOn Sizing Options, The Fed and The JPYThe Macro Trading FloorAug 9, 202637:18HostWarsh Woke Up The Bond VigilantesThe Macro Trading FloorJul 31, 202638:21HostThe Orange VariableThe Macro Trading FloorJul 10, 202635:15HostThe Rebasement TradeThe Macro Trading FloorJun 26, 202630:57HostThe Inflation Ghost, Gold and OptionsThe Macro Trading FloorMay 22, 202637:25HostProcess, Process, ProcessThe Macro Trading FloorMay 15, 202633:07HostMacro Investing In A Post-Hormuz WorldThe Macro Trading FloorMay 8, 202633:31HostNew All-Time Highs Are Here: Now What?The Macro Trading FloorApr 17, 202637:12HostFrameworks To Trade The Hormuz CrisisThe Macro Trading FloorApr 10, 202633:20HostHow To Trade Macro In A WarThe Macro Trading FloorMar 20, 202633:07HostHormuz & The Terms of Trade ShockThe Macro Trading FloorMar 6, 202637:02HostThe New Fed vs The Good Old Bond MarketThe Macro Trading FloorJan 30, 202637:14HostUS Dollar Hedging: A Real Risk or Just a Narrative?The Macro Trading FloorJan 23, 202637:12HostJapanese Macro TailsThe Macro Trading FloorJan 16, 202636:34HostThe Everything SuperCycle?The Macro Trading FloorJan 9, 202637:59HostMore Pain Ahead Or Buy The Dip?The Macro Trading FloorNov 23, 202530:17Host''Run It Hot'': The Comeback?The Macro Trading FloorNov 14, 202528:29HostWe Have A Deal: Now What?The Macro Trading FloorOct 31, 202531:10HostMomentum Shock: What Next For Markets?The Macro Trading FloorOct 23, 202529:10Host