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About Alfonso Peccatiello

About Alfonso Peccatiello

Head Of Research

China is imploding

China is imploding

by | Sep 24, 2024

The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from...

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The Economist

The calm before the storm

The calm before the storm

by | Jul 29, 2024

The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.

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