Ep. 237: Antonio Del Favero on the Fed’s Mistake, Inflation Risks and Financial Conditions

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and markets and G5 FX. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master’s in finance from the ETH/University of Zurich and a master’s in economics from Bocconi University. In this podcast we discuss:  

• What is happening in the US labour market 

• Is the market pricing a soft landing? 

• Fed hikes and the US cycle 

• Importance of financial conditions 

• Inflation outlook 

• Fed view and US yields outlook 

• Odds of recession 

• Books mentioned: Fault Lines: How Hidden Fractures Still Threaten the World Economy (Rajan)

You can follow Antonio here and here. 

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)