report January 16, 2025 US Macro | Higher For Longer Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration... By Alan Brazil SOM Macro Strategies
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
report January 1, 2025 US | New Orleans | Domestic Terrorism Was DHS or US intel caught napping?... By Alessio Farhadi Speevr Intelligence
report December 30, 2024 Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate Catching up with recent developments... By Alessio Farhadi Speevr Intelligence
US Macro | Higher For Longer