Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar

Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. 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:  

• Importance of financial conditions 
• Why the US slowed in 2025 H1 
• Impact of US tariffs 
• Likely growth for the rest of 2025 
• What this means for rates and the Fed 
• US curve trades 
• Inflation outlook 
• Views on UK and Europe 
• Dollar outlook 

You can follow Antonio here and here. 

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