US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes
Are US rates markets overly optimistic about Fed rate cuts?
Best Long & Short Strategies 2024Q1
Best Long & Short Strategies 2024Q1
Grifols | Hamas-Israel | Russia-Ukraine | US Rents | QT
Everything from current affairs to markets in this update
US CPI preview | Grifols take gloves off
What we’re looking for in the inflation data
[FX . Matrix] | AUD/CAD | Signal scrambling
![[FX . Matrix] | AUD/CAD | Signal scrambling | Speevr](https://speevr.com/wp-content/uploads/2024/01/Screenshot-2024-01-05-at-20.06.06-1024x843.png "[FX . Matrix] | AUD/CAD | Signal scrambling 3")
Spotting inconsistencies in cross-currency pair trades
US Jobs | Runs Out, Guns Out
When outcomes are within the realm of expectations
Rates-Equity Delinkage | Israel-Hamas | SoftBank
Have bond yield-equity market expectations shifted too far?
SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight
Macro & bootstrapping, market rules of grammar
Part 1 | Reports of its death are greatly exaggerated
The first in a two part review of the US housing market
Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI
The most likely outcomes to anchor investment outlook in 2024