report February 4, 2026 Assumability – Lower Mortgage Rates Means More Consumption (Part II) Lower rates will unlock trillions in "trapped" home equity to stimulate consumption... By Alan Brazil SOM Macro Strategies
report January 19, 2026 GSWM Outlook 2026 | US Resilience Resilient US resilience remains intact in the face of considerable internal and external challenges... By Alessio Farhadi Speevr Intelligence
report January 19, 2026 Buying $200bn of MBS Will Not Solve Affordability Like Tears In The Rain... By Alan Brazil SOM Macro Strategies
report December 23, 2025 Identifying the Opportunities of The AI Buildout – Part 3 AI Reliable Power Will Reprice Energy Markets—And Force a Reexamination of Coal... By Alan Brazil SOM Macro Strategies
report December 10, 2025 FOMC Preview | UST & Stocks Global bond yields creeping higher... By Alessio Farhadi Speevr Intelligence
report December 2, 2025 UK | OBR Budget ‘Leak’ Debrief Budget report and other intelligence leaks... By Alessio Farhadi Speevr Intelligence
report November 11, 2025 SCOTUS | The Trump Tariffs Case under IEEPA Expert panel on IEEPA tariffs at SCOTUS hearings... By Alessio Farhadi Speevr Intelligence
report September 22, 2025 Post-FOMC | Sahm Rule | Herd Economics Scratching beyond the surface for what works and doesn't... By Alessio Farhadi Speevr Intelligence
report September 15, 2025 Best Long & Short Strategies 2025 Q4: Parts II and III Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 14, 2025 Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
Assumability – Lower Mortgage Rates Means More Consumption (Part II)