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.
Part 1: Reemergence of A Wage-Inflationary Cycle
Table of Contents
What Happens Next in Housing, Inflation, And The Economy
Download
SOM-What-Happens-Next-Part-I-1
...
SOM Macro Strategies
Most recent by SOM Macro Strategies
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
Part 1: Reemergence of A Wage-Inflationary Cycle