Market Macro Hub
Subscribe
Sign in
Home
Twitter
Archive
About
Latest
Top
Discussions
Duration Risk, Not Credit Risk
When higher inflation is a duration problem, not a credit problem
May 21
•
Alfie Kerswell
21
6
5
The Oil Shock, Rates, and the Recession Call (Part 2)
The DAX is the cleanest expression of the asymmetry
May 7
•
Alfie Kerswell
19
2
2
The Oil Shock, Rates, and the Recession Call (Part 1)
Why the data and price action are NOT signalling a global recession
May 4
•
Alfie Kerswell
22
9
April 2026
ECB Preview: European Equities
An Overview Of The Assymetrical Setup In European Equities
Apr 30
•
Alfie Kerswell
17
1
Part 2: What If The Fed Look Through Inflation?
The Fed Looking Through Inflation: What It Means Across Every Asset Class
Apr 20
•
Alfie Kerswell
17
2
Part 1 Video: What If The Fed Look Through Inflation?
The Fed Looking Through Inflation: What It Means Across Every Asset Class
Apr 17
•
Alfie Kerswell
10
1
Part 1: What If The Fed Look Through Inflation?
The Fed Looking Through Inflation: What It Means Across Every Asset Class
Apr 14
•
Alfie Kerswell
27
2
4
The Macro Regime: FX, Equities & Rates
The Next Steps In The Macro Regime
Apr 9
•
Alfie Kerswell
16
8
2
March 2026
The Stagflation Label Is Wrong
Why The 2022 Comparison Doesn't Hold
Mar 26
•
Alfie Kerswell
19
3
FOMC, The War & The China Play
How Monetary Policy, Geopolitical Risk & Strategic Rivalry Are Reshaping the Global Macro Landscape
Mar 18
•
Alfie Kerswell
28
1
Navigating Long US Equities Amid Persistent Geopolitical Tensions
Why the Risk Premium Creates the Opportunity... Eventually
Mar 11
•
Alfie Kerswell
26
10
2
Equities, bonds & FX: What's next?
How the war could transmit across equities, FX and bonds
Mar 9
•
Alfie Kerswell
54
8
9
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
