<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 Mortgages | Negative rates convexity

Alessio Farhadi

Speevr Intelligence
September 26, 2023

Long-rates about to get bumpy

Strap yourselves in; 30-year USD rates are about to whipsaw. Therefore, those very few of you who have enjoyed a relatively comfortable ride so far playing the short side may want to reduce a bit here.

Weighted by assets under management, we e...

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

November 28, 2023

Natural language | Can you spot AI generated content?

We present an illustrative example by building our own language model...

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 src="https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png" />

report

November 27, 2023

Hatzius (Klopp) | Sahm | Sentiment & AI productivity

Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon...

By Alessio Farhadi

Speevr Intelligence

report

November 25, 2023

Sell SPX | Israel intel failure | ‘Hamas Cribs’ at Al-Shifa

S&P 500 overbought on momentum indicator...

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 src="https://speevr.com/wp-content/uploads/2020/02/cropped-itunes_logo.001.png" />

report

November 23, 2023

MSFT | Bloomberg | Conspiracy theories

Operating without access to Bloomberg Terminals...

By Alessio Farhadi

Speevr Intelligence

report

November 23, 2023

AI trading | MSFT | Dubious price action before Altman news?

What happened on Nov. 16th in late trading session?...

By Alessio Farhadi

Speevr Intelligence