
businessAug 5, 202217:01pending
Bear Market Rally or Turning Point? | Alfonso Peccatiello
About this episode
On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "The Crazy Market Rally Explained".
After a sharp decline in markets throughout 2022, many investors were caught off guard by the recent rally in equites. Is the bear market over? Should we expect a rally from here? "Hold your horses" says Alfonso.
--
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
The Crazy Market Rally Explained: https://themacrocompass.substack.com/p/crazy-market-rally#details
--
Timestamps:
(00:00) Introduction
(00:45) The Fed's Neutral Rate
(04:21) Inflation Is Priced To Slow Down Aggressively
(05:55 )Real Rates Are Driving Markets
(10:01) Slaying The Inflation Dragon
--
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Get every episode summarized
Each time Market Depth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Market Depth

How Asia Markets Are Reacting To Nvidia’s Blowout Earnings
Market Depth
Aug 25, 202340:06pending

China Drags Global Markets Down As Half-Measure Policies Prove To Be Ineffective
Market Depth
Aug 22, 20231:06:39pending

Asia Pulls Down Global Equities, As The Dollar Weighs On Asia
Market Depth
Aug 15, 202338:56pending

Japanese Investors Rush Back Into Global Bond Markets
Market Depth
Aug 10, 202315:27pending