report February 11, 2026 Darrell Duffie | Fed Reserves, Operations & Payments Interview on reserves and payments with Bloomberg Intelligence... By Alessio Farhadi Speevr Dialectic
report January 23, 2026 As Ueda stalls, MOF grabs the spotlight BoJ overshadowed by signs of intervention by Japanese and US authorities... By Tobias Harris Japan Foresight
report December 10, 2025 FOMC Preview | UST & Stocks Global bond yields creeping higher... By Alessio Farhadi Speevr Intelligence
report July 30, 2025 NextFedChair | [FOMC, Volcker Revolt {1979-82}] Volcker’s 1979 Regime Shift—FOMC Dissent, Policy Revolt, and Executive Interference... By Alessio Farhadi Speevr Intelligence
report January 14, 2025 Comment | US Rates & Macro Shenanigans Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alessio Farhadi Speevr Intelligence
report September 22, 2024 Tail Hedges For Recession And Market Downside Risk This presentation is a reprise of tail trade pitches we made at Goldman Sachs almost 20 years ago, from 2006 to late 2008.... By Alan Brazil SOM Macro Strategies
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 June 12, 2024 Italy | BTP-Bund spread to widen further Dark clouds gathering across the EU in the coming days/weeks... By Alessio Farhadi Speevr Intelligence
report May 25, 2024 Freddies New Closed-End Seconds Program Freddie Mac's Closed-End Seconds Program--Unlocking $2.5 Trillion of HE For Consumption... By Alan Brazil SOM Macro Strategies
report April 9, 2024 SOM | Five Reasons Why 10-year Yields Move Above 5% Best Long And Short Strategies 2024Q2... By Alan Brazil SOM Macro Strategies
Freddies New Closed-End Seconds Program