report March 12, 2024 US CPI Inflation | Grifols A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure... By Alessio Farhadi Speevr Intelligence
report March 7, 2024 AMD CTO | Alan Brazil | Part 4 – What Happens Next In Housing, Inflation And The Economy Interview with AMD CTO. Part 4 of Alan Brazil's recent series on the US economy... By Alessio Farhadi Speevr Intelligence
report March 6, 2024 Part 4 | What Happens Next In Housing, Inflation And The Economy Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle... By Alan Brazil SOM Macro Strategies
report March 5, 2024 Macro trades | Bad fundamentals, or poor timing and execution? Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not... By Alessio Farhadi Speevr Intelligence
report March 1, 2024 US Inflation | What’s next for bond yields? Fed policy expectations changing, but economic forecasts are not... By Alessio Farhadi Speevr Intelligence
Part 4 | What Happens Next In Housing, Inflation And The Economy