Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite... more

US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts... more

The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have... more

This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the... more

Interested in Alf's Macro Fund? Send an email to fund@themacrocompass.com Markets are in reflation mode with commodities getting bid all over the place:... more

Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China.... more

This week Alf welcomes Dario Perkins to the show. Dario discusses how we got here with much more benign inflationary... more

The bond market is waking up to the idea that inflation might be a bit stickier and the Fed's hands... more

Alf and Brent discuss how animal spirits seem to be running loose in several asset classes. Signs are evident not... more

Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect... more