report July 31, 2026 GSWM | Mid-Year Outlook 2026: Resilience Reinforces the US Exceptionalism Thesis Revisiting GSWM ISG Investment Outlook 2026... By Alessio Farhadi Speevr Intelligence
report July 22, 2026 US Econ | FOMC | GS Mericle Hack David Mericle outlines Goldman Sachs' baseline macro outlook under newly appointed Fed Chairman Kevin Warsh... By Alessio Farhadi
report July 17, 2026 Yankistan/Eye-Ran/Houthis | Update – July 17, 2026 Who has better intelligence? Brief take on US-Iran escalation... By Alessio Farhadi Speevr Intelligence
report July 13, 2026 US-Iran | Will the Houthis Close the Bab El-Mandeb? Saudi strikes on Sanaa airport risks further expansion... By Alessio Farhadi Speevr Intelligence
report June 30, 2026 Spectra Markets | am/FX: USDJPY and NFP Short & to the point today... By Brent Donnelly Spectra Markets
report June 28, 2026 My Recent AI Buildout Opportunity Trades Targets Hit: Cashing Out of the U.S. for China’s AI Boom... By Alan Brazil SOM Macro Strategies
report June 18, 2026 Day 110 | The Islamabad Declaration: What’s in the Deal? 2 versions of 1 MoU — clause-by-clause analysis... By Shahin Iraninejad Global South Strategic Intelligence
report June 7, 2026 Day 100: Iran Breaks the De-Escalation Trap Missile strikes on Israel in retaliation for Lebanon... By Alessio Farhadi Speevr Intelligence
report June 2, 2026 Fade CB Rate Hikes 2026 Will Not Be A Repeat of The 2021-23 Inflationary Cycle, Fade CB Rate Hikes... By Alan Brazil SOM Macro Strategies
report May 21, 2026 TRADE SIGNAL | U.S. Rates | El-Niño/La-Niña Recessions Summer’s approaching—the annual recessionistas are awakening... By Alessio Farhadi Speevr Intelligence
My Recent AI Buildout Opportunity Trades