report March 6, 2025 REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity More debt without bank equity is a problem... By Alessio Farhadi Speevr Intelligence
report March 5, 2025 Market Update | DALL-E’s DeepSeek Moment | Nvidia If seeing is believing, don’t believe everything you see... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 SOM: Year Ahead 2025 | American Exceptionalism Just Starting Will the rise of American's economic exceptionalism continue under Trump?... By Alan Brazil SOM Macro Strategies
report February 7, 2025 US-China/EU Tariffs | Paul Tucker | Dani Rodrik EU is next. Not all economists are international trade experts.... By Alessio Farhadi Speevr Intelligence
report January 19, 2025 John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve Trump tariffs and executive orders. What's expected... By Alessio Farhadi Speevr Intelligence
report January 16, 2025 US Macro | Higher For Longer Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration... By Alan Brazil SOM Macro Strategies
report January 6, 2025 SOM Year Ahead: The Rise of American Exceptionalism And Trump Best Long And Short Strategies 2025Q1... By Alan Brazil SOM Macro Strategies
report December 3, 2024 The End Of China Exceptionalism And The Start Of American Exceptionalism... By Alan Brazil SOM Macro Strategies
report November 27, 2024 John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration Trump's bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.... By Alessio Farhadi, John Thomas Speevr Intelligence
report November 25, 2024 Trade Update & Historical Performance Recent and historical performance of SOM trades... By Alan Brazil SOM Macro Strategies
US Macro | Higher For Longer