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Category: Macro

Macro research category

Spectra Markets Survey Results

Spectra Markets Survey Results | Speevr

I am getting completely flat for the first time in weeks

Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse?

Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse? | Speevr

Tech Companies Have Accelerated Their Investments In AI, Even Using Debt To Fund The Expansion

Iran | International Arbitration Brief

Iran | International Arbitration Brief | Speevr

The Disputes Cascade — Without Iran in the Caption

GeoRisk: Still YELLOW | AI & Markets

GeoRisk: Still YELLOW | AI & Markets | Speevr

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Best Long & Short Strategies 2026 Q1

Best Long & Short Strategies 2026 Q1 | Speevr

AI Repricing Is Gathering Steam

Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No”

Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No” | Speevr

Hetzel-Leach account of how the Fed won its independence

Darrell Duffie | Fed Reserves, Operations & Payments

Darrell Duffie | Fed Reserves, Operations & Payments | Speevr

Interview on reserves and payments with Bloomberg Intelligence

Three Macro Themes Repricing Assets And Driving Economic Growth

Three Macro Themes Repricing Assets And Driving Economic Growth | Speevr

Is AI going to wipe out SaaS?

Assumability – Lower Mortgage Rates Means More Consumption (Part II)

Assumability - Lower Mortgage Rates Means More Consumption (Part II) | Speevr

Lower rates will unlock trillions in “trapped” home equity to stimulate consumption

GSWM | GeoRisk: YELLOW, Down From AMBER

GSWM | GeoRisk: YELLOW, Down From AMBER | Speevr

Yellow to match the quesadilla traders…

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