Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253]

Eurodollar University · Jun 25, 2022 · 1h

How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis?

----EP. 253 REFERENCES----

Alfonso Peccatiello's Substack: https://TheMacroCompass.substack.com/

Alfonso Peccatiello's Twitter: https://twitter.com/MacroAlf

Time To Buy Bonds?: https://bit.ly/3QNP7zP

Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski

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