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Category: Macro

Macro research category

REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity

REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity | Speevr

More debt without bank equity is a problem

Market Update | DALL-E’s DeepSeek Moment | Nvidia

Market Update | DALL-E's DeepSeek Moment | Nvidia | Speevr

If seeing is believing, don’t believe everything you see

US Equities | Time to Cover Shorts and Dip Into Longs

US Equities | Time to Cover Shorts and Dip Into Longs | Speevr

A pattern to the chaos… cautiously optimistic near-term

SOM: Year Ahead 2025 | American Exceptionalism Just Starting

SOM: Year Ahead 2025 | American Exceptionalism Just Starting | Speevr

Will the rise of American’s economic exceptionalism continue under Trump?

US-China/EU Tariffs | Paul Tucker | Dani Rodrik

US-China/EU Tariffs | Paul Tucker | Dani Rodrik | Speevr

EU is next. Not all economists are international trade experts.

John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve

John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve | Speevr

Trump tariffs and executive orders. What’s expected

US Macro | Higher For Longer

US Macro | Higher For Longer | Speevr

Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration

Comment | US Rates & Macro Shenanigans

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SOM Year Ahead: The Rise of American Exceptionalism And Trump

SOM Year Ahead: The Rise of American Exceptionalism And Trump | Speevr

Best Long And Short Strategies 2025Q1

Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate

Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate | Speevr

Catching up with recent developments

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