Ep. 237: Antonio Del Favero on the Fed's Mistake, Inflation Risks and Financial Conditions
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
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Show Notes
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, whether the market pricing a soft landing, Fed hikes and the US cycle, and much more.
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