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🧘 📈 Lululemon Q2: Fair Value screams 50.6% bargain opportunity
Here’s why >>
Alfonso Peccatiello
Joined: Feb 17, 2019- Information
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Alfonso Peccatiello's Comment & Analysis
A complete archive of Alfonso Peccatiello's articles, including current analysis & comment - Page 11
A complete archive of Alfonso Peccatiello's articles, including current analysis & comment - Page 11
Liquidity: A Crucial and Widely Misunderstood Driver of Financial Markets
By Alfonso Peccatiello - Jan 25, 2023
The Fed intends to drain liquidity at a rapid pace in 2023.And while the pace might be more friendly for the next months, don't get distracted.
Banks, the repo market, and Wall Street will soon start...
Recession or Soft Landing?
By Alfonso Peccatiello - Jan 23, 2023
The soft landing crew is increasingly taking over. No, the bond market’s base case is not a recession - it’s immaculate disinflation. Getting this call right is crucial...
Yes, This Time Is Different: Front-Loading the Fed Pivot Is a Bad Idea
By Alfonso Peccatiello - Jan 18, 2023
Have a look at the last US inflation report;
Answer the big question: Powell pivoted in 2019, is he going for it again in 2023?
Analyze what’s priced in for bonds and equity markets: a...
What Happens Now That Financial Money Printers Have Broken?
By Alfonso Peccatiello - Jan 05, 2023
The two main forces driving global macro and markets are the rate of change of (nominal) growth and the monetary policy stanceReal-economy money creation and leading macro indicators inform us on the...