"Finally we got a slowdown in the momentum of inflation," says Alfonso Peccatiello, publisher of financial newsletter The Macro Compass. And he says most of this reduction comes from energy prices and commodities. He believes the Fed's tool is one big hammer, "that consists of a combination of raising interest rates and reducing the balance sheet." Peccatiello continues on, touting long-term bonds as a good bet because, "the Federal Reserve and ECB are willing to choke the economy right now." As winter approaches, "Putin will probably squeeze [energy prices] for Europe even further," Peccatiello concludes.
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Chapters:
00:00 The state of the U.S. housing market
3:33 Current situation with inflation
5:35 Tools to fight inflation
6:20 Have we reached peak inflation?
7:45 Will the Fed march higher with interest rates?
8:55 Repercussions of interest rate hikes
10:30 Sectors that investors like
12:00 Alf’s portfolio allocations
13:03 U.S. dollar and euro
14:49 Oil crisis in Europe
15:42 Alf’s final advice
Read Alf's free newsletter at: https://TheMacroCompass.substack.com
#euro #energy #federalreserve
⭐️ Join Daniela Cambone's exclusive community ➡️ https://danielacambone.com
➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch
➡️ Follow us on Twitter: https://twitter.com/stansberry
➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research
➡️ Follow us on LinkedIn: https://www.linkedin.com/company/stanberry-research
Chapters:
00:00 The state of the U.S. housing market
3:33 Current situation with inflation
5:35 Tools to fight inflation
6:20 Have we reached peak inflation?
7:45 Will the Fed march higher with interest rates?
8:55 Repercussions of interest rate hikes
10:30 Sectors that investors like
12:00 Alf’s portfolio allocations
13:03 U.S. dollar and euro
14:49 Oil crisis in Europe
15:42 Alf’s final advice
