May 29, 2019 Global Economic Slowdown Economics, Global, Investment Strategies, Macro Alan Brazil Alan Brazil, former head of macro strategy at Goldman Sachs discusses the ‘State of The Markets’ (SOM). On the global economic slow down, US/China trade tensions, Italy, Russia, and the corporate debt bubble.... Read More...
SOM Commentary May 24, 2021 Biden Part 2 and New Trades Economics, Investment Strategies, US Biden Alan Brazil SOM-Biden-Corproate-Tax…Part-2-final.p ... Read More...
State Of the Markets May 7, 2021 Implications Of Biden’s Corporate Tax Plan — Part 1 Economics, Investment Strategies, Macro, US Tax policy, Biden Alan Brazil SOM-Implications-Of-Bidens-Corporate-Ta ... Read More...
April 9, 2021 Part 3: The Building Of A Nationwide Renewable Electric Grid Economics, Global Alan Brazil som-path-to-Net-Zero-Part-3-final ... Read More...
March 18, 2021 Update On My Recommended Trades Derivatives, Credit, Emerging Markets, FX, Global, Investment Strategies, Macro US housing market Alan Brazil Recommended Open And Closed Trades <img class="aligncenter size-large wp-image-58278" src="https://speevr.com/wp-content/uploads/2021/03/Screenshot-2021-03-18-at-13.17.53.png" alt="Update On My Recommended Trades 1" width="800" height="342" srcset="https://speevr.com/wp-content/uploads/2021/03/Screenshot-2021-03-18-at-13.17.53.png 300w, https://speevr.com/wp-content/uploads/2021/03/Screenshot-2021-03-18-at-13.17.53.png 1024w, https://speevr.com/wp-content/uploads/2021/03/Screenshot-2021-03-18-at-13.17.53.png 768w, https://speevr.com/wp-content/uploads/2021/03/Screenshot-2021-03-18-at-13.17.53.png 1536w, https://speevr.com/wp-content/uploads/2021/03/Screenshot-2021-03-18-at-13.17.53.png 1540w" sizes="(max-width: 800px) 100vw, 800px" title="Update On My Recommended Trades... Read More...
SOM Commentary March 10, 2021 Normalization Means A “New Normal” Of Higher Rates Economics, Investment Strategies, Macro, US Inflation Alan Brazil … Read the rest ... Read More...
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 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- ... Read More...
January 6, 2021 The Biden Agenda Unleashed Economics, Global, Macro, US fiscal, Biden, editorial Alan Brazil Read More...
Biden Part 2 and New Trades