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Alfonso Peccatiello

Joined: Feb 17, 2019
  • Analysis & Comment

Alfonso Peccatiello's Comment & Analysis
A complete archive of Alfonso Peccatiello's articles, including current analysis & comment - Page 4

Most likely, this was the last Fed hike of this tightening cycle.Even before the press conference, the omission of the key sentence ‘’some additional policy firming may be...
Recently, US House Speaker McCarthy tweeted this: And although it sounds like common sense, it’s dead wrong. The government doesn’t need money to spend money. The government creates money...
The S&P 500 has recently tested the 4,200 area after rallying all the way from the lows seen in late 2022.With the Fed probably delivering its last rate hike in May and the US economy staying...
Brazilian President Lula recently asked the following questions:‘’Every night I ask myself why should every country have to be tied to the US Dollar for...
Hedge funds are often called fast or smart money because they are one step ahead of herd market thinking.I am blessed with the opportunity to have several of them as clients, and pick up their brains...
When the yield curve flattens and eventually inverts, you worry. But it’s when a recession hits, the Fed cuts rates and the curve steepens that you become s**t scared.Yield curve...
In 1992, judge Giovanni Falcone was killed by the Sicilian mafia.Falcone and his colleague Borsellino were at forefront of major investigations that uncovered much of the mafia’s business and...
The Fed understands that banking stress is ultimately disinflationary as the flow of credit to the real economy slows down and so does economic activity, and inflation with it.Markets are now busy...
Market pressures on U.S. banks are now spreading to Europe, where the already troubled Credit Suisse (NYSE:CS) asked the Swiss government for help and got a liquidity boost.Investors are asking the...
If a couple of regional banks were so bad at managing their interest rate risk and deposit outflow risk to blow up in a few hours, how can we really be sure other banks won’t face similar...