<img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png" />

US debt ceiling

Debt ceiling | To Bill Gross or de-gross portfolios?

Alessio Farhadi

Speevr Intelligence
May 11, 2023

Three market risk factors

Markets are caught between a confluence of risk factors: US debt ceiling, non-GSIB banking fears and inflation. We’ll try our best to disentangle each as follows:

- If you're amongst the very few that believes there's a material chance of the debt...

Become a member to read the rest of this article

Speevr Intelligence

The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.

Subscribe to receive updates from Speevr Intelligence

Most recent by Speevr Intelligence

report

May 16, 2024

Russia-Ukraine | Israel-Hamas | Jordan

Troubles in Jordan, IDF casualties climb, Blinken jamming in Kyiv and 'NATO chihuahuas' told to keep quiet...

By Alessio Farhadi

Speevr Intelligence

<img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png" />

report

May 15, 2024

Part 2: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini

GameStop & AMC shares fall. Is ChatGPT or Gemini better?...

By Alessio Farhadi

Speevr Intelligence

<img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png" />

report

May 15, 2024

Part 1: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini

A quick comment on US CPI, retail trading patterns and fund flow data ...

By Alessio Farhadi

Speevr Intelligence

report

May 14, 2024

Meme Stocks | GameStop | AMC | King Ken

A resurgence in the 'Meme stock' phenomenon. But, will it last?...

By Alessio Farhadi

Speevr Intelligence

<img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img data-src='https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png' class='lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img src="https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png" />

report

May 14, 2024

Israel-Saudi | Part 2: Best Sources on Middle East Politics

Selling a pipe dream for a quick fix solution to the war in Gaza...

By Alessio Farhadi

Speevr Intelligence