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.

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Macroeconomics

<ul><li>The main difference is that Draghi was unequivocally committed in being dovish and using all the ECB powers to save the Euro.</li><li>Lagarde was relentlessly hawkish in an attempt to show unwavering commitment to slaying the European inflation dragon.</li><li>Therefore, this was the most iconic ECB meeting since the Draghi era.</li></ul>

The main difference is that Draghi was unequivocally committed in being dovish and using all the ECB powers to save the Euro.Lagarde was relentlessly hawkish in an attempt to show unwavering commitment to slaying the European inflation dragon.Therefore, this was the most iconic ECB meeting since the Draghi era.

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