report September 20, 2023 Treasury basis trade | Krugman fights back We examine drivers of the US Treasury basis trade and potential market catalysts. Paul Krugman responds to critics on inflation.... By Alessio Farhadi Speevr Intelligence
report September 19, 2023 Argentina | FT-Booth survey breakdowns | Fed projections Breakdown of academic economists' projections. Argentina and tomorrow's FOMC meeting... By Alessio Farhadi Speevr Intelligence
report September 18, 2023 FOMC | Russia-Ukraine | Selected articles & podcasts Fed economic projections likely to be raise at FOMC... By Alessio Farhadi Speevr Intelligence
report September 17, 2023 FT Survey | Academic Economists See More Fed Hikes Ahead More credible than Wall Street economists?... By Alessio Farhadi Speevr Intelligence
report September 17, 2023 Market outlook | Where are we and how we got here What would you do if given exclusive access to Fed communications ahead of others?... By Alessio Farhadi Speevr Intelligence
report September 15, 2023 CBDCs on SWIFT | Krugmanomics—make it up as you go Krugman at it again with his alt-ex inflation measures. SWIFT beta test the digital dollar... By Alessio Farhadi Speevr Intelligence
report September 15, 2023 Inflation | Can machine learning improve forecasting? A brief review of the recent academic literature... By Alessio Farhadi Speevr Intelligence
report September 14, 2023 US Economy | The only sign of a recession NYC high-end escorts complain of a sharp slowdown in business... By Alessio Farhadi Speevr Intelligence
report September 14, 2023 Podcasts | Bill Gross | Bond yields | Amundi & BlackRock caught offside Why we to cover podcast interviewers and what the former Bond King thinks about US Treasuries... By Alessio Farhadi Speevr Intelligence
report September 12, 2023 Russia-Ukraine | PIMCO | An investors’ perspective Three scenarios laid out with probabilities... By Alessio Farhadi Speevr Intelligence
report September 12, 2023 Ukraine counteroffensive | An intelligence failure? Were analysts at CSIS wrong about Ukraine's chances of success in the counteroffensive operation?... By Alessio Farhadi Speevr Intelligence
report September 11, 2023 Russia-Ukraine | Galeotti on ceding territory for peace Market Galeotti on the likelihood of a peace settlement between Russia and Ukraine... By Alessio Farhadi Speevr Intelligence
report September 8, 2023 Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx) A confluence of positive market catalysts with increasing probability coming together.... By Alessio Farhadi Speevr Intelligence
report September 8, 2023 BoE | GS Econ | Rosenberg | Relentless bears Now that everyone is back from "Raining Man" with minds intact from the psychedelic trips, let's get to it... Bailey banking BoE independence on inflation Bank of England (BoE) Governor, Andrew Bailey, has made assertive statements about the future trajectory of... By Alessio Farhadi Speevr Intelligence
report September 4, 2023 Russia-Ukraine | Wolfgang Münchau | Ceding territory for peace NATO's Stoltenberg top aid lets it slip. Finland's Soviet invasion in 1940... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 Maguire vs. Wilson Who can erode the most value?... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 US bond yields | Slow unraveling of a shaky investment thesis That sinking feeling when the data was on your side but the market is not... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 US payrolls | What to focus on. Who to anchor on. A brief comment ahead of the US jobs numbers... By Alessio Farhadi Speevr Intelligence
report August 31, 2023 Galeotti | Russia-Ukraine | Prigozhin-Putin | Tooze What next for Putin after Prigozhin's sudden death. We present a few perspectives from Russia experts... By Alessio Farhadi Speevr Intelligence
report August 30, 2023 Duffie | US Treasuries | CBDCs | PayPal stablecoin How Darrell Duffie's Jackson Hole paper on US Treasury markets ties in with Central Bank Digital Currencies... By Alessio Farhadi Speevr Intelligence
