report December 20, 2023 Spectra survey 2024 | ‘Fed Put’ is far out-of-the-money 'Moby Macro' survey results. Lessons of 2023 have been learned ... By Alessio Farhadi Speevr Intelligence
report December 19, 2023 Part 1 | Reports of its death are greatly exaggerated The first in a two part review of the US housing market... By Alan Brazil SOM Macro Strategies
report December 18, 2023 Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI The most likely outcomes to anchor investment outlook in 2024... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 AI | Google Gemini | OpenAI untold story Google's latest AI launch. When success is the only option... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 US housing | Rents back on the rise New report shows average rents +3.2% YoY... By Alessio Farhadi, Craig Reynolds Speevr Intelligence
report December 8, 2023 SPX stopped-out | Amundi | Outlooks & incentives Making money for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report December 8, 2023 US Jobs | Payrolls comment and sentiment Summary of discussions with investors... By Alessio Farhadi Speevr Intelligence
report December 7, 2023 Bitcoin | Forbes rich list & stats Price moves spark interests as Bitcoin continues to rise... Speevr Intelligence
report December 4, 2023 Argentina | Chainsaw Challenges Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report December 1, 2023 US stocks & bonds rally Fund managers wake up at the 11th month of the year... By Alessio Farhadi Speevr Intelligence
report December 1, 2023 AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard What next for Ukraine? BoE tests BB inflation model.... By Alessio Farhadi Speevr Intelligence
report November 30, 2023 Argentina | Milei Promises Pro-market Policies… Can He Deliver? Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 30, 2023 Argentina | Milei: big hopes, big challenges Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 28, 2023 Natural language | Can you spot AI generated content? We present an illustrative example by building our own language model... By Alessio Farhadi Speevr Intelligence
report November 27, 2023 Hatzius (Klopp) | Sahm | Sentiment & AI productivity Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon... By Alessio Farhadi Speevr Intelligence
report November 25, 2023 Sell SPX | Israel intel failure | ‘Hamas Cribs’ at Al-Shifa S&P 500 overbought on momentum indicator... By Alessio Farhadi Speevr Intelligence
report November 23, 2023 MSFT | Bloomberg | Conspiracy theories Operating without access to Bloomberg Terminals... By Alessio Farhadi Speevr Intelligence
report November 23, 2023 AI trading | MSFT | Dubious price action before Altman news? What happened on Nov. 16th in late trading session?... By Alessio Farhadi Speevr Intelligence
report November 22, 2023 OpenAI | Summers the chess master Bad interim board optics and potential candidates for OpenAI... By Alessio Farhadi Speevr Intelligence
report November 22, 2023 Market Overview And Trades Well, I am sure most of you have had time to digest the year-ahead pieces by Wall Street firms. All these pieces attempt to contextualize the recent slowdown in world economic growth and what that means for growth and asset values in 2024.... By Alan Brazil SOM Macro Strategies
Market Overview And Trades