On this episode, we're joined by macro economist Alfonso Peccatiello (The Macro Compass podcast) to deep dive into his analysis on the current state of the economy and inflation. According to Alfonso, "A very strong labor market report coupled with the first preliminary signs of inflation slowing down have brought back 2021-like euphoria in risk assets. In the investment world, when markets are behaving as if the economy is delivering decent growth and inflation is predictably low we call that ‘‘Goldilocks’’ - as in the story of Goldilocks and The Three Bears, markets are not hot or cold but just right. There is one problem: the Goldilocks or Soft Landing market interpretation seems very misplaced at this stage."Guest: Alfonso Peccatiello, The Macro CompassThe Macro Compass podcast ➜ https://bit.ly/MacCompass