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

Macroeconomics

<ul><li>Over the last two weeks, several G10 Central Banks came across as ready-to-pivot.</li><li>Australia, Canada and now Europe are starting to weigh pros and cons of calibrating monetary policy with a single objective: bringing inflation down to 2%, as soon as possible.</li><li>Instead, they are beginning to consider a slowdown in the pace of hikes and most likely a complete pause relatively soon.</li></ul>

Over the last two weeks, several G10 Central Banks came across as ready-to-pivot.Australia, Canada and now Europe are starting to weigh pros and cons of calibrating monetary policy with a single objective: bringing inflation down to 2%, as soon as possible.Instead, they are beginning to consider a slowdown in the pace of hikes and most likely a complete pause relatively soon.

A Sudden Change of Heart?