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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 8

Credit Crunch: This Is What You Need to Know About It
By Alfonso Peccatiello - May 10, 2023
Investors have been asking themselves when and if we will see a real credit crunch. I think that’s the wrong way to phrase the question. Data shows we are already in a credit crunch.The real...
The Fed Meeting Explained
By Alfonso Peccatiello - May 04, 2023
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...
The Most Misunderstood Concept in Finance
By Alfonso Peccatiello - Apr 28, 2023
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...
S&P 500: New Bull Market or Bear Market Rally?
By Alfonso Peccatiello - Apr 25, 2023
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...
The De-Dollarization Fairytale
By Alfonso Peccatiello - Apr 20, 2023
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...
2 Things Hedge Funds Are Watching For
By Alfonso Peccatiello - Apr 17, 2023
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...
The Big Yield Curve Shift
By Alfonso Peccatiello - Apr 10, 2023
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...
Follow the Money, Assess Banking Stress
By Alfonso Peccatiello - Mar 28, 2023
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...
Fed More Worried About Recession Than Inflation
By Alfonso Peccatiello - Mar 23, 2023
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...
The Moment of Truth About Banking Regulations
By Alfonso Peccatiello - Mar 17, 2023
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...