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Category: Macro

Macro research category

Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here?

Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here? | Speevr

Do lower interest rates in other countries really mean the Fed is too tight?

Iranium Crypto | Iran-Israel | FOMC | Tariffs

Iranium Crypto | Iran-Israel | FOMC | Tariffs | Speevr

It’s Shah Mat or Amalek! Trump tantrums on Iran… but why?

Part IV: The Trades | Is This The End of American Exceptionalism?…No

Part IV: The Trades | Is This The End of American Exceptionalism?...No | Speevr

Best Long & Short Strategies 2025Q2/3

Part III: American Exceptionalism Continues And Gains Steam

Part III: American Exceptionalism Continues And Gains Steam | Speevr

The Era of America’s Economic Exceptionalism Is Not Over

Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum

Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum | Speevr

Fed spies and mail-ordered brides. Market update

Part II: China Goes All In On Trade And Depreciates The CNY

Part II: China Goes All In On Trade And Depreciates The CNY | Speevr

Is This The End of American Exceptionalism?

RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics

RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics | Speevr

Is US economic exceptionalism over? Presentation by Alan Brazil

Ozempic 3.0 | Markets Update

Ozempic 3.0 | Markets Update | Speevr

GLP-1 “fat shot drug.” More good news to come?

SOM | Is This The End of American Exceptionalism?

SOM | Is This The End of American Exceptionalism? | Speevr

Video presentation and slides

Bessent | USA “Credit Risk”

Bessent | USA "Credit Risk" | Speevr

Oops!… He did it again

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