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

Part 2: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini

Alessio Farhadi

Speevr Intelligence
May 15, 2024

Post-CPI rally

The price action on US Treasury futures prior to key US economic data has once again proven to be a reliable indicator of market positioning. To the best of our recollection, the recent exception to this rule was the last non-farm payrolls (NFP) number, w...

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

June 22, 2024

Eurozone | Part 2: AGI, Superhuman Intelligence & Natural Stupidity

What are AGI and Superhuman Intelligence? Eurozone comment...

By Alessio Farhadi

Speevr Intelligence

report

June 18, 2024

Eurozone | BTP/OAT | Not Enough Bank Equity

BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe...

By Alessio Farhadi

Speevr Intelligence

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

report

June 14, 2024

Part 1: AGI, Superhuman Intelligence & Natural Stupidity

Higher concentration is not the problem. It's much deeper and closer to home...

By Alessio Farhadi

Speevr Intelligence

report

June 14, 2024

Eurozone | Banks hit as peripheral spreads continue to leak wider

Keep pressing on the pressure point and Super Mario may return...

By Alessio Farhadi

Speevr Intelligence

report

June 13, 2024

US Inflation | Ellison & AI | BTP/Bund Spread

Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes...

By Alessio Farhadi

Speevr Intelligence