Antonio is macro strategist at Macro Hive, focusing mainly on US economy and markets and G5 FX. Formerly, he worked at Tudor and Maniyar Capital, Rubrics Asset Management, Brevan Howard, Credit Suisse and UBS. He holds a Master in Finance from the ETH/University of Zurich and a Master in Economics from Bocconi University.
Monetary Policy & Inflation | US
Antonio Del Favero
The recent drop in inflation is real and the rising risks of some more weakness in labour demand increase the odds that the Federal Reserve (Fed) could cut rates by Q1 as a recalibration of policy, in particular after the recent speech by Christopher J. Waller, who clearly hinted to surgical cuts to the policy […]
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