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.
Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures
Table of Contents
Speevr Intelligence
Most recent by SOM Macro Strategies
Best Long & Short Strategies 2025 Q4: Parts II and III
Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM
US Tariffs | Beyond The Rhetoric
Could Independence Day Tariffs + Big Beautiful Bill Tax Cuts = USA Win/Win
Part IV: The Trades | Is This The End of American Exceptionalism?…No