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
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Speevr Intelligence
Most recent by SOM Macro Strategies
Part 4 | What Happens Next In Housing, Inflation And The Economy
Part III: Positive Housing Fundamentals Like the 70s
Part II: No Subprime Meltdown
Part 1: Reemergence of A Wage-Inflationary Cycle
Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing