report May 5, 2023 USA CDS | US banks | Armageddon bets Positions that benefit from a rapid appreciation in German Bunds may be better than purchasing USA CDS.... By Alessio Farhadi Speevr Intelligence
report April 19, 2023 US Bancorp | GS Marcus | PIMCO MM fund Lessons from Goldman Sachs Marcus woes and banking regulation.... By Alessio Farhadi Speevr Intelligence
report April 12, 2023 CPI Summary | ChatGPT | Google AI We attempted to teach ChatGPT4 about the relationship between stock and bonds.... By Alessio Farhadi Speevr Intelligence
report March 20, 2023 Tarullo | Bank capital and Treasury market Can you guess the next limping gazelle?... By Alessio Farhadi Speevr Intelligence
report March 14, 2023 Inflation | Yield curve | Iranian spy balloons Yield curve dis-inverts and inflation expectations decline ahead of today's CPI release.... Speevr Intelligence
report March 13, 2023 SVB | Quick thoughts, more later Is it a bailout? And what next?... By Craig Reynolds Speevr Intelligence
report March 13, 2023 GS | SVB | Keep Calm And Continue Trading Goldman Sachs call no rate hike at upcoming FOMC meeting... By Alessio Farhadi Speevr Intelligence
report March 7, 2023 Big Bear capitulates | US rates Morgan Stanley's Mike Wilson finally capitulates on bearish S&P 500 call... By Alessio Farhadi Speevr Intelligence
report March 11, 2022 Yield Curve | Mishkin | Back to the Future A look back at Fred Mishkin's original paper.... By Alessio Farhadi Speevr Intelligence
report October 22, 2021 Higher For Longer, Update Parts 1,2,3 Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alan Brazil, SOM Macro Strategies SOM Macro Strategies
