Central Bank Research Hub Individual and Local Effects of Unemployment on Mortgage Defaults December 1, 2021
report April 18, 2025 Why Putin is Keeping Trump Waiting For a Ukraine Deal Putin is selling the sizzle, not the sausage... By Mark Galeotti Speevr Intelligence
report April 15, 2025 EVs | U.S. Critical Minerals Stockpile Rationing China export ban likely to halt EV production in America... By Alessio Farhadi Speevr Intelligence
report April 14, 2025 Tariff Wars | OODA Loops vs. Reflexive Control Tariffs surpass immigration as top concern for American voters... By Alessio Farhadi Speevr Intelligence
report April 14, 2025 John Thomas | Trump’s Semiconductor Switch, Why? Why the exemption withdrawal was not haphazard... By Alessio Farhadi, John Thomas Speevr Intelligence
report April 13, 2025 From 2018: The Coming Economic War With China I published this SOM in September 2018 after the first round of Trump tariffs on China. It provides key insights into the motivation for the current round of tariffs, which the market may have forgotten.... By Alan Brazil SOM Macro Strategies
From 2018: The Coming Economic War With China