Tag: MacroAlf
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S&P To Fall 20%+ Once Markets Stop Deluding Themselves About A ‘Soft Landing’ | Alf Peccatiello
Recession or soft landing? Today’s guest says that’s the most important question for investors to answer correctly here at the start of 2023. The Fed is telling us: “Don’t worry, we’ve got this under control”. And right now, it appears […]
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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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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 […]
