report January 19, 2025 John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve Trump tariffs and executive orders. What's expected... By Alessio Farhadi Speevr Intelligence
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report January 14, 2025 Comment | US Rates & Macro Shenanigans Apologies for the recent lack of updates due to unforeseen circumstances. As we get back on track, here are a few brief market comments and observations from our current perspective: Inflation and Policy Forecasting: We’re back to a period dominated by... By Alessio Farhadi Speevr Intelligence
report January 6, 2025 SOM Year Ahead: The Rise of American Exceptionalism And Trump Best Long And Short Strategies 2025Q1... By Alan Brazil SOM Macro Strategies
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US Macro | Higher For Longer