Tag: Alfonso Peccatiello
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Lower Prices Ahead: Don’t Trust This Rally! | Alf Peccatiello
Former bond portfolio manager Alf Peccatiello returns for Part 2 of our interview with him to explain why he calculates that the bear market isn’t over yet & won’t bottom until 2023. He also shares two of the trades he […]
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Fed Now Causing Massive Damage To The Economy | Alf Peccatiello
With inflation starting to head downwards, the markets are getting hopeful the Fed may pivot or at least pause sooner than expected. And while the Fed is clearly hoping to quell any rampant enthusiasm, investors are busy making up their […]
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Stagflation & Disinflation To Reign in 2022
On Friday we sent you Part 1 of our interview with bond expert Alfonso Peccatiello. In it, Alf explained why he sees credit spreads widening further from here, leading to a repricing of risk across the financial markets. In turn, that should result in lower financial asset […]