With Alfonso Peccatiello, The Macro Compass
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Alfonso Peccatiello joins the podcast to discuss his contrarian views on inflation, bond yields, and interest rates.
The guest doesn’t buy the inflation narrative entirely, believing credit creation has peaked. We are likely to see negative economic surprises and drawdowns in risk assets starting in the fourth quarter. The yield on 10-year bonds should peak at 0.5% due to a ‘Eurofication’ of the U.S. yield curve.
MoreSeason 3, Episode 17: Don’t Fear Inflation, the Fed is Right, 10-Year Yields to Drop to 0.5% (Updated)Comments closed