Macro Hive Conversations With Bilal Hafeez cover image

Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises

Macro Hive Conversations With Bilal Hafeez

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The Best Investment Advice You've Ever Received?

The masterf trade i have on, i think, or at least t one where i have the highest conviction is going to work. It's a two stans flot nurse in the us and it's already largely in the money. But i think it can run further until the curve actually inverts. That's because ice i saw powell being very committed in making sure that he will deliver when it comes to tightening. And as he does that, while the impulse of growth is lowing down, and the curve tends to flatten. Two stands in swamps when i enter at sil at 65 basis point. There is some way to go before it goes even, even flatter

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