report September 6, 2024 US Yield Curve | Does Normalization Mean Anything? A historical review and analysis on the yield curve slope... By Alessio Farhadi Speevr Intelligence
report August 28, 2024 Update On Recommended Trades I closed my long Yen call on August 6th after the Yen’s rally. The trade was up almost seven times versus the initial investment.... By Alan Brazil SOM Macro Strategies
report August 23, 2024 Powell | Beyoncé & Swift Fake News Punters have placed their bets with smaller stakes... By Alessio Farhadi Speevr Intelligence
report August 22, 2024 Jackson Hole | Yield Curve | US Election Brief comment on Jackson Hole and yield curves... By Alessio Farhadi Speevr Intelligence
report August 13, 2024 US Economy | Recession Risk Is Overstated Bet on the US consumer, recession risk Is overstated... By Alan Brazil SOM Macro Strategies
report August 8, 2024 Yen Carry-Out | US Election | Middle East | Monkey Business Topped and tailed carry-out trade. Harris now favorite to win in betting markets... By Alessio Farhadi Speevr Intelligence
report August 2, 2024 Iran-Israel | Sahm Rule Again A catalogue of failed policies and repeat mistakes...... By Alessio Farhadi Speevr Intelligence
report August 2, 2024 US Jobs | BTPs | Current Views Appraisal/Update Calling the market right, but for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report July 31, 2024 FOMC | Hamas | Iran | Sahm Rule | US polls The Fed rumor mill and Sahm rule concerns... By Alessio Farhadi Speevr Intelligence
report July 30, 2024 S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues After the rally, S&P 500 still looks a little cheap if earnings growth continues... By Alan Brazil SOM Macro Strategies
Update On Recommended Trades