Stagflation & Disinflation To Reign in 2022, Dragging Assets Prices Down

Macro analyst & bond market expert Alfonso Peccatiello returns here in Part 2 of our interview with him to reveal which assets he thinks will fare well through the tumult he sees ahead for the rest of 2022.

Alf sees the forces of stagflation & disinflation continuing to weigh on economic growth and financial asset prices. He’s currently short stocks (via the S&P), short corporate debt spreads (via HYGH) & short EU credit spreads.

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