Alfonso Peccatiello
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Woerden, Utrecht, Nederland
80K volgers
Meer dan 500 connecties
Info
Alfonso Peccatiello is the Founder & CEO of The Macro Compass: we deliver educational and actionable macro investment strategy.
Next up: launching my own Macro Hedge Fund!
Interested?
Send me a message and we can chat about it.
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- FREE newsletter: https://themacrocompass.substack.com/
- For inquiries on our institutional dedicated service: ping Alfonso Peccatiello on Bloomberg.
- Bond Market Course: https://themacrocompass.com/courses/#bond-market-course
- More information about our services: TheMacroCompass.com
The Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable investment strategy.
Before launching The Macro Compass, Alfonso was the Head of Investments for ING Germany.
There, he was in charge of the active management of a $20bn multi-asset (focus on fixed income) portfolio delivering strong risk-adjusted performance.
Artikelen van Alfonso
Activiteit
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We are witnessing a massive regime change in markets. Yesterday we experienced another large drawdown in equity markets lead by tech stocks -…
We are witnessing a massive regime change in markets. Yesterday we experienced another large drawdown in equity markets lead by tech stocks -…
Gedeeld door Alfonso Peccatiello
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The Fed hiked rates above 5%, and the US economy hasn't broken yet. Here is a key chart that explains why. The last time Fed Funds were raised…
The Fed hiked rates above 5%, and the US economy hasn't broken yet. Here is a key chart that explains why. The last time Fed Funds were raised…
Gedeeld door Alfonso Peccatiello
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Dear LinkedIn community: we are hiring! As we rapidly expand our institutional client base, we are looking for a Macro Research analyst. The job…
Dear LinkedIn community: we are hiring! As we rapidly expand our institutional client base, we are looking for a Macro Research analyst. The job…
Geplaatst door Alfonso Peccatiello
Ervaring
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The Macro Compass
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Opleiding
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Activiteiten en verenigingen:Thesis: "The impact of macroeconomic news announcements on the intraday EUR/USD exchange rate"
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Activiteiten en verenigingen:Thesis: "Statistics models for volatility in financial time series"
Talen
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Italian
Moedertaal of tweetalig
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English
Volledige professionele vaardigheid
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French
Beperkte werkvaardigheid
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German
Basisvaardigheid
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Spanish
Beperkte werkvaardigheid
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Dutch
Basisvaardigheid
Meer activiteiten van Alfonso
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This is the most important big picture macro chart in the world. It shows the tight relationship between total economic debt levels (blue, LHS…
This is the most important big picture macro chart in the world. It shows the tight relationship between total economic debt levels (blue, LHS…
Gedeeld door Alfonso Peccatiello
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BREAKING NEWS: The German far-right party AfD scores an impressive win in German regional elections. AfD (Alternative for Germany) got 33% of the…
BREAKING NEWS: The German far-right party AfD scores an impressive win in German regional elections. AfD (Alternative for Germany) got 33% of the…
Gedeeld door Alfonso Peccatiello
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European workers are massively undercompensated. The outcome of last weekend's European elections showed a big reshuffle of voters' preferences…
European workers are massively undercompensated. The outcome of last weekend's European elections showed a big reshuffle of voters' preferences…
Gedeeld door Alfonso Peccatiello
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Five evergreen investment principles I adhere to: 1️⃣ There is a time to go long, a time to go short and a time to go fishing Most of the money in…
Five evergreen investment principles I adhere to: 1️⃣ There is a time to go long, a time to go short and a time to go fishing Most of the money in…
Geplaatst door Alfonso Peccatiello
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Houston - the US economy has a problem. Look at the chart below: has all the US growth we’ve seen since 2020 merely the result of debt…
Houston - the US economy has a problem. Look at the chart below: has all the US growth we’ve seen since 2020 merely the result of debt…
Gedeeld door Alfonso Peccatiello
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Central Banks are buying Gold like there is no tomorrow. Is game over approaching for the US Dollar? I hate this binary approach: ''Is it over for…
Central Banks are buying Gold like there is no tomorrow. Is game over approaching for the US Dollar? I hate this binary approach: ''Is it over for…
Gedeeld door Alfonso Peccatiello
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I am working hard on my dream: launching my own macro hedge fund. And this is the most important lesson I learnt so far. I've always dreamt of…
I am working hard on my dream: launching my own macro hedge fund. And this is the most important lesson I learnt so far. I've always dreamt of…
Gedeeld door Alfonso Peccatiello
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Something huge is going on in China. Recently the Chinese Central Bank (People's Bank of China) cut the 7-day reverse repo rate for the first…
Something huge is going on in China. Recently the Chinese Central Bank (People's Bank of China) cut the 7-day reverse repo rate for the first…
Gedeeld door Alfonso Peccatiello
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Inflation expectations are a key macro variable to track. Here is how to do it, and why investors think inflation volatility is here to…
Inflation expectations are a key macro variable to track. Here is how to do it, and why investors think inflation volatility is here to…
Gedeeld door Alfonso Peccatiello
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Here is a strategy I will deploy in my Macro Hedge Fund. Macro hedge funds should deliver uncorrelated returns to stock and bond markets by…
Here is a strategy I will deploy in my Macro Hedge Fund. Macro hedge funds should deliver uncorrelated returns to stock and bond markets by…
Gedeeld door Alfonso Peccatiello
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A Primer on how to use the Yield Curve to become a better macro investor. The yield curve is one of the most important macro variables to watch:…
A Primer on how to use the Yield Curve to become a better macro investor. The yield curve is one of the most important macro variables to watch:…
Gedeeld door Alfonso Peccatiello
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All they told you about money printing is really, really wrong. Universities and mainstream economic courses teach us that governments need money…
All they told you about money printing is really, really wrong. Universities and mainstream economic courses teach us that governments need money…
Gedeeld door Alfonso Peccatiello
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Investors are growing very scared of an upcoming US recession. August has seen a clear trend in markets: across asset classes, investors are…
Investors are growing very scared of an upcoming US recession. August has seen a clear trend in markets: across asset classes, investors are…
Gedeeld door Alfonso Peccatiello
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