report May 6, 2025 SOM | Is This The End of American Exceptionalism? Video presentation and slides... By Alan Brazil SOM Macro Strategies
report May 6, 2025 Bessent | USA “Credit Risk” Oops!... He did it again... By Alessio Farhadi Speevr Intelligence
report May 5, 2025 Brent Donnelly | Time To Reload USD Shorts Six reasons to jump back in the pool... By Brent Donnelly Spectra Markets
report May 5, 2025 Middle East | Temperature Rising Again Guest contribution by former British "diplomat" in the Middle East... By Alessio Farhadi Speevr Intelligence
report May 2, 2025 A “Beautiful Rebalancing” | Market News Flow RIP Pat Bajari. A quick recap of recent market news flow... By Alessio Farhadi Speevr Intelligence
SOM | Is This The End of American Exceptionalism?