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🧘 📈 Lululemon Q2: Fair Value screams 50.6% bargain opportunity
Here’s why >>

Alfonso Peccatiello

The Macro Compass
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

The One Big Beautiful Bill (OBBB) recently passed the House, and it’s now awaiting Senate scrutiny. Most analyst coverage focused on the bill piling up further government spending on existing...
Could Whales Be Forced to Dump Trillions of US Dollars?
By Alfonso Peccatiello - May 26, 2025
Investors love to attach an ex-post narrative to any price action, and this time the blame was on Trump’s erratic policies, the reduced attractiveness of US assets, and ‘’China dumping’’. But there...
US 30-year yields are flirting with the 5.10% area. Even in Japan, 30-year yields have surpassed the 3% level.Bond markets are on fire again all around the world.Let’s make things clear: this is not...
Moody's Downgraded the US - Now What?
By Alfonso Peccatiello - May 20, 2025
On Friday, the credit agency Moody’s downgraded the US rating by one notch to Aa1 (equivalent to AA+). By now, you’ve probably read tens of opinion pieces arguing this is the beginning of the end,...
On Friday, the credit agency Moody’s downgraded the US rating by one notch to Aa1 (equivalent to AA+). By now, you’ve probably read tens of opinion pieces arguing this is the beginning of the end,...
QE Doesn’t Cause Inflation—Here’s What Really Does
By Alfonso Peccatiello - May 13, 2025
Universities and mainstream economic courses teach us that governments need money to fund their spending, Central Banks have the authority to print money we use, and commercial banks lend and...
Trump's Next Move May Shock Negative Carry Trades
By Alfonso Peccatiello - May 12, 2025
Trump caves in and slashes tariffs on China back to 30%. In his negotiation approach, Trump tends to follow a very volatile yet relatively consistent strategy.My friend Marko Papic created this...
Bond Market investors are bumping up the odds of a US recession.Everyone can see the bond market is throwing a tantrum: front-end yields have rapidly declined signaling nervousness about the state of...
If long-end bond yields spiral out of control, the Fed could start injecting liquidity again: a step-by-step guide of how it works. When a few weeks ago 30-year bond yields briefly flirted with the...
Hear, hear: the US Dollar is going down. Investors love to attach an ex-post narrative to any price action, and this time the blame was on Trump’s erratic policies, the reduced attractiveness of US...