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Alf

CIO of https://t.co/evoEgFfdrz (Macro Hedge Fund) | Founder of The Macro Compass: Institutional Macro Research

Dan Held (@danheld) unfollowed @MacroAlf on Jan 7, 2025

Alf

@MacroAlf

240 Following • 447K Followers

CIO of https://t.co/evoEgFfdrz (Macro Hedge Fund) | Founder of The Macro Compass: Institutional Macro Research

It's easy to be this optimistic when the Fed is doing QE, rates are at zero, the labor market is adding 300k jobs per month and no tariffs in sight. Ah, wait a second... https://t.co/ExrDQFi9jc

51.1K views • 463 likes • a month ago

A ''new normal'' is priced in bond markets: Fed Funds still at 4% in 2028. Do you think that's fair? Are we in a new era of persistently higher rates or not? https://t.co/QUG1aK6LuT

51.4K views • 357 likes • a month ago