The Path To Net-Zero GHG March 1, 2021 Part 2: Three Observations From The Texas Blackout ESG, Technology, Global, Investment Strategies CO2 Alan Brazil Related Reports Six Risks to the Post‐Coronavirus Recovery MYANMAR: A decade comes undone MYANMAR:... Read More...
State Of the Markets February 16, 2021 Key Opportunities On The Path To Net-Zero GHG ESG, Investment Strategies Alan Brazil Part 1 SOM-Key-Opportunities-Along-The-Path-To- Related Reports The Year Of COVID: Retrospective of My 2020 Trades <a href="https://speevr.com/2020/07/30/retail-sales-key-to-uk-economic-growth-recovery/" rel="bookmark" title="Retail sales... Read More...
January 6, 2021 The Biden Agenda Unleashed Economics, Global, Macro, US fiscal, Biden, editorial Alan Brazil Related Reports Six Risks to the Post‐Coronavirus Recovery ASIA: Biden reassures Asian allies while stressing new areas for... Read More...
Macro Commentary January 1, 2021 The Year Of COVID: Retrospective of My 2020 Trades FX, Global, Investment Strategies, Macro editorial, covid-19 Alan Brazil fd8136_0e7d70a35e4b40d898315a175813ca02 As one dog said to the other, “it’s been a long seven years.” That dog year equivalent to human years captures the twists and turns of 2020 as every month... Read More...
December 2, 2020 Macro Commentary: Biden’s China Policy Will Be More Hawkish Than Trump’s China, Global, Macro, US editorial, tradewars Alan Brazil fd8136_0e7d70a35e4b40d898315a175813ca02 Related Reports US/CHINA: How would Biden’s policy on China differ from Trump’s? <a href="https://speevr.com/2020/07/20/six-risks-to-the-post%e2%80%90coronavirus-recovery/" rel="bookmark" title="Six Risks... Read More...
State Of the Markets November 25, 2020 The US After Trump And COVID Global, Investment Strategies, Macro US housing market, editorial, covid-19 Alan Brazil Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? <img class="wp-image-52949 aligncenter" src="https://i0.wp.com/speevr.com/wp-content/uploads/2020/11/Screenshot-2020-11-25-at-09.15.34.png?resize=575%2C607&ssl=1" alt="The US After Trump And COVID 2" width="575" height="607"... Read More...
October 19, 2020 State Of the Markets Derivatives, Credit, FX, Global, Investment Strategies editorial Alan Brazil fd8136_df8c53b7162d43db84af4656f25a4941 Related Reports Still the World’s Safe Haven? Six Risks to the Post‐Coronavirus Recovery <a... Read More...
State Of the Markets September 17, 2020 State Of the Markets: Buy CDX Protection–Credit Is Rich Derivatives, Credit, Investment Strategies CDX, IG, editorial Alan Brazil fd8136_ca2415a992d04f0c89b3618e28ff5b57 Related Reports Still the World’s Safe Haven? Six Risks to the Post‐Coronavirus Recovery <a... Read More...
State Of the Markets September 2, 2020 The Dollar Depreciation Is Just Starting Economics, FX, Investment Strategies, US USD, US Dollar, editorial Alan Brazil fd8136_5781f5152d214817aec3b558443c51f0 Related Reports Brazen ECB verbal intervention against Euro unwarranted and unlikely <a href="https://speevr.com/2020/07/01/risk-aversion-not-panic-in-face-of-uncertainty/" rel="bookmark" title="Risk aversion, not panic,... Read More...
The Year Of COVID: Retrospective of My 2020 Trades