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.
The Return Of The 70s Stagflation: Low Growth, High Inflation
Table of Contents
Download
Som-Macro-Commentary-Return-of-70s-Stagflation-Feb-24-2024-1
...
SOM Macro Strategies
Most recent by Speevr Intelligence
Digital Inflation | Keynes & Keynes on ‘Useful’ Economists
Israel-Hamas | Iran | UK | RAND | Big Tech
US GDP & Inflation | Rubrik IPO | AI Energy & Data | AMD | CloudFlare
Middle East | ICC | Rubrik IPO | Bucha Massacre
Israel-Hamas | Running low on air defense munitions?