Alf(@MacroAlf) 's Twitter Profileg
Alf

@MacroAlf

Founder of The Macro Compass.
Former Head of $20bn Portfolio.

Bond Course: https://t.co/aVI7AQowuV
Institutional Research: ping Alfonso Peccatiello on BBG

ID:1344759366671589376

linkhttps://www.TheMacroCompass.com/ calendar_today31-12-2020 21:36:42

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Christmas in my hometown in the South of Italy means:

- 17 degrees Celsius and sun

- 5000 calories lunch (ouch)

- Celebrating with a 110-years old grandma

Yes, seriously: a friend’s grandma is 110y old and perfectly self-sufficient

Longevity has nothing to do with money

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- The Fed targets core PCE to be around 2%.

- Core PCE is literally trending below 2%.

- Fed Funds are freaking 5.25%.

FinTwit be like:

“The Fed will make a huge mistake cutting rates”

Markets are about thinking forward, not backward.

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Europe is that weird place where we come up self-destructive regulation and kill that little productivity left.

But at least we used to recognize our downsides and pushed rates as low as possible to keep the system afloat.

Now we still suck but the ECB is playing dumb: sure…

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Big pleasure to sit down with a true professional like Meb!

This podcast starts with a primer on how the yield curve works - you know I love bond markets.

But then we go deep into asset allocation and portfolio diversification too.

Enjoy and follow Meb’s amazing podcast!

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