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Category: Global

Global

Alan Brazil | Tail Hedges For Recession And Market Downside Risk

Alan Brazil | Tail Hedges For Recession And Market Downside Risk | Speevr

52-page report by Alan Brazil on tail-risk and recession hedges

Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts

Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts | Speevr

The special ones and connecting the dots

Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China

Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China | Speevr

Trump Voters Own Homes Not Equities

US Tariffs | AliExpress Tariff Discount Sale

US Tariffs | AliExpress Tariff Discount Sale | Speevr

The Trump Purchasing Parity (TPP) exchange rate for tariffs

US Tariffs | Goldman | What To Expect From Tariffistan

US Tariffs | Goldman | What To Expect From Tariffistan | Speevr

Going “full throttle” on tariffs

The End Of China Exceptionalism

The End Of China Exceptionalism | Speevr

And The Start Of American Exceptionalism

Trade Update & Historical Performance

Recent and historical performance of SOM trades

ECB | Constâncio | MS Wilson | BoE

ECB | Constâncio | MS Wilson | BoE | Speevr

Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens

Key Developments & Chart of the week

Key Developments & Chart of the week | Speevr

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WEEKLY POLITICAL COMPASS

WEEKLY POLITICAL COMPASS | Speevr

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