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Category: Macro

Macro research category

US Tariffs | Beyond The Rhetoric

US Tariffs | Beyond The Rhetoric | Speevr

Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW

Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time

Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time | Speevr

Local sources. High-frequency price monitoring US tariff effects

Russia-Ukraine [Mark Galeotti · Trump-Putin] | NextFedChair

Russia-Ukraine [Mark Galeotti · Trump-Putin] | NextFedChair | Speevr

Analysis of the “inevitable” summit. Waller’s odds jump. Trump’s mole in Fed?

GSWM 2025 Review | US Preeminence Vs Exceptionalism {Part 2}

GSWM 2025 Review | US Preeminence Vs Exceptionalism {Part 2} | Speevr

US Preeminence vs. Exceptionalism. Why the report stands out.

GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}]

GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}] | Speevr

US Preeminence before US Exceptionalism was popular. Market update.

Could Independence Day Tariffs + Big Beautiful Bill Tax Cuts = USA Win/Win

Could Independence Day Tariffs + Big Beautiful Bill Tax Cuts = USA Win/Win | Speevr

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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

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