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

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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>The <strong>soft landing crew</strong> is increasingly taking over.</li><li>No, the bond market’s <strong>base case is not a recession</strong> - it’s immaculate disinflation.</li><li>Yes, getting this call right is crucial for your portfolio performance in 2023.</li></ul>

The soft landing crew is increasingly taking over.No, the bond market’s base case is not a recession - it’s immaculate disinflation.Yes, getting this call right is crucial for your portfolio performance in 2023.

Recession or Soft Landing?