Macro analyst and bond market expert Alfonso Peccatiello returns here in Part 2 of our interview with him to reveal which assets he thinks will fare well through the tumult he sees ahead for the rest of 2022.
Alf sees the forces of stagflation and disinflation continuing to weigh on economic growth and financial asset prices. He's currently short stocks (via the SP500), short corporate debt spreads (via HYGH) and short EU credit spreads. See the YouTube Video for the charts and graphics: https://youtu.be/YL8stS-4RWw
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