SOM Macro Strategies
SOM Macro Strategies was founded by former Goldman Sachs strategist Alan Brazil after leaving the firm to independently publish his State Of the Market (SOM) reports. The SOM reports reflect the results of fundamental economic analysis of macro themes that are likely to reprice across asset types and markets. This framework helps to identify strategies that provide investors with asymmetric returns with high expected Sharpe ratios.
Market Overview And Trades
Table of Contents
Download
Macro-Commentary-Nov-20-2023-1
...
SOM Macro Strategies
Most recent by SOM Macro Strategies
The Future of The Eurozone After Collapse of German Trade Engine: Sell Euros
SOM | Five Reasons Why 10-year Yields Move Above 5%
Part 4 | What Happens Next In Housing, Inflation And The Economy
Part III: Positive Housing Fundamentals Like the 70s
Part II: No Subprime Meltdown