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Category: Macro

Macro research category

US Inflation | What’s next for bond yields?

US Inflation | What's next for bond yields? | Speevr

Fed policy expectations changing, but economic forecasts are not

Goldman Sachs | DJ D-Sol is at it again

Goldman Sachs | DJ D-Sol is at it again | Speevr

Still defying his own experts without much to back his views… sigh!

The Return Of The 70s Stagflation: Low Growth, High Inflation

The Return Of The 70s Stagflation: Low Growth, High Inflation | Speevr

Will current fed hikes to tame inflation mean stagflation as it did in the 70s?

Part III: Positive Housing Fundamentals Like the 70s

Part III: Positive Housing Fundamentals Like the 70s | Speevr

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Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine

Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine | Speevr

Did Hamas leader Sinwar escape to Egypt?

US Inflation | Rising Health Care Costs | Summers

US Inflation | Rising Health Care Costs | Summers | Speevr

Sky rocketing health care costs for middle-aged voters

Part II: No Subprime Meltdown

Part II: No Subprime Meltdown | Speevr

What happens next?

Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle

Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle | Speevr

What happens next in housing, inflation, and the economy. SoftBank’s Son vindicated with big bet on Arm

Part 1: Reemergence of A Wage-Inflationary Cycle

Part 1: Reemergence of A Wage-Inflationary Cycle | Speevr

What happens next in housing, inflation, and the economy

Is the Fed politicized? | Russia-Ukraine

Is the Fed politicized? | Russia-Ukraine | Speevr

Is the market ahead, or are they behind? A change of military strategy for Ukraine

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