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Category: Macro

Macro research category

[FX . Matrix] | AUD/CAD | Signal scrambling

[FX . Matrix] | AUD/CAD | Signal scrambling | Speevr

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

Rates-Equity Delinkage | Israel-Hamas | SoftBank | Speevr

Have bond yield-equity market expectations shifted too far?

SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight

SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight | Speevr

Macro & bootstrapping, market rules of grammar

Part 1 | Reports of its death are greatly exaggerated

Part 1 | Reports of its death are greatly exaggerated | Speevr

The first in a two part review of the US housing market

Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI

Anchoring outlooks | Shelter inflation | 'Anthropomorphizing' AI | Speevr

The most likely outcomes to anchor investment outlook in 2024

US housing | Rents back on the rise

US housing | Rents back on the rise | Speevr

New report shows average rents +3.2% YoY

US Jobs | Payrolls comment and sentiment

Summary of discussions with investors

Argentina | Chainsaw Challenges

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AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard

AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard | Speevr

What next for Ukraine? BoE tests BB inflation model.

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