February 16, 2021
15:23

SOM Macro Strategies

State Of the Markets

Key Opportunities On The Path To Net-Zero GHG

Alan Brazil

ESG, Investment Strategies

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More by Alan Brazil

January 6, 2021

The Biden Agenda Unleashed

Economics, Global, Macro, US
fiscal, Biden, editorial

Alan Brazil

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Macro Commentary

January 1, 2021

The Year Of COVID: Retrospective of My 2020 Trades

FX, Global, Investment Strategies, Macro
editorial, covid-19

Alan Brazil

( 8 mins) As one dog said to the other, “it’s been a long seven years." That dog year equivalent to human years captures the twists and turns of 2020 as...

December 2, 2020

Macro Commentary: Biden’s China Policy Will Be More Hawkish Than Trump’s

China, Global, Macro, US
editorial, tradewars

Alan Brazil

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State Of the Markets

November 25, 2020

The US After Trump And COVID

Alan Brazil

( 7 mins) Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge...

October 19, 2020

State Of the Markets

Derivatives, Credit, FX, Global, Investment Strategies
editorial

Alan Brazil

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State Of the Markets

September 17, 2020

State Of the Markets: Buy CDX Protection–Credit Is Rich

Derivatives, Credit, Investment Strategies
CDX, IG, editorial

Alan Brazil

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State Of the Markets

September 2, 2020

The Dollar Depreciation Is Just Starting

Economics, FX, Investment Strategies, US
USD, US Dollar, editorial

Alan Brazil

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August 26, 2020

Opportunities In The US Housing Market

Alan Brazil

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Commentary

July 21, 2020

Further Downside To The USD From Fed QE

FX, G7, Investment Strategies
editorial, QE

Alan Brazil

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