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.
From 2018: The Coming Economic War With China
Table of Contents
SOM Macro Strategies
Most recent by SOM Macro Strategies
From 2018: The Coming Economic War With China
Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China
Part 1: Europe’s Debt Big Bang Goes Bust
SOM: Year Ahead 2025 | American Exceptionalism Just Starting
US Macro | Higher For Longer