SOM Macro Strategies
SOM Macro Strategies was founded by former Goldman Sachs strategist Alan Brazil after leaving the firm to independently publish his State Of the Market (SOM) reports. The SOM reports reflect the results of fundamental economic analysis of macro themes that are likely to reprice across asset types and markets. This framework helps to identify strategies that provide investors with asymmetric returns with high expected Sharpe ratios.
Normalization Means A “New Normal” Of Higher Rates
Table of Contents
SOM Macro Commentary March 9th
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SOM Macro Strategies
Most recent by SOM Macro Strategies
Market Overview And Trades
Higher For Longer–BOJ Hikes
Higher for Longer is the New Normal
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend
Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures