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 Updates October 22, 2021 Higher For Longer, Update Parts 1,2,3 Interest Rates, Investment Strategies, Macro, US Alan Brazil som-Higher-For-Longer-Updated-Parts-123 ... Read More...
Weekly Commentary August 20, 2021 The Delta Variant Driven COVID Wave Should Ebb Economics, Macro, US covid-19 Alan Brazil som-Weekly-Commentary-aug-20-2021 ... Read More...
State Of the Markets July 26, 2021 Inflation – Higher For Longer Investment Strategies, Macro, US Inflation Alan Brazil Part 2: Housing Dynamics som-higher-for-longer-housing-Part-2-Housing ... Read More...
State Of the Markets July 7, 2021 Inflation – Higher For Longer Economics, Investment Strategies, Macro, US House prices, Inflation Alan Brazil SOM-Inflation-part-1-labor- ... 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...
The Delta Variant Driven COVID Wave Should Ebb