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>To explain what happened today with the FOMC meeting, we need a short step back.</li><li>The latest US CPI release materially surprised on the downside: both headline and core inflation rose way below the expectations of 65 out of the 67 (!) economists surveyed by Bloomberg.</li><li>Powell recently divided inflationary pressures in 3 main categories</li></ul>

To explain what happened today with the FOMC meeting, we need a short step back.The latest US CPI release materially surprised on the downside: both headline and core inflation rose way below the expectations of 65 out of the 67 (!) economists surveyed by Bloomberg.Powell recently divided inflationary pressures in 3 main categories

Don't Fight The Fed