Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Former head of a $20 bn Investment Portfolio and passionate global macro investor. I write The Macro Compass, a financial newsletter providing actionable investment ideas & unique macroeconomic insights to enhance the risk/return of your portfolio

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Cross Asset Strategy

<ul><li>We finally got a pivot - but it wasn’t the one many investors were hoping for.</li><li>At the FOMC press conference, Powell pivoted from hawkish to…<em>more hakwish.</em></li><li>Through the use of 3 unambiguous punchlines, Chairman Powell made sure to convey one clear message: we will get it done, whatever it takes.</li></ul>

We finally got a pivot - but it wasn’t the one many investors were hoping for.At the FOMC press conference, Powell pivoted from hawkish to…more hakwish.Through the use of 3 unambiguous punchlines, Chairman Powell made sure to convey one clear message: we will get it done, whatever it takes.

A Pivot From Hawkish To...More Hawkish