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Category: Macro

Macro research category

The End Of China Exceptionalism

The End Of China Exceptionalism | Speevr

And The Start Of American Exceptionalism

John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration

John Thomas | Trump's Cabinet Houdini, Tariffs & US Immigration | Speevr

Trump’s bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.

Trade Update & Historical Performance

Recent and historical performance of SOM trades

DOGE | Draghi | Doge of Venice | DeFi | Dodging Tariffs

DOGE | Draghi | Doge of Venice | DeFi | Dodging Tariffs | Speevr

Time to get rich or die trying? System takedown

US Yield Curve | Veterans/Remembrance | NextFedChair.com

US Yield Curve | Veterans/Remembrance | NextFedChair.com | Speevr

US yield curve and next Fed Chair back in focus

Part II: Current China Stimulus Is Not Enough

Part II: Current China Stimulus Is Not Enough | Speevr

Substantially more is needed

Part 1: US Economy & NextFedChair.com

Part 1: US Economy & NextFedChair.com | Speevr

Who will be the next Fed Chair? Brief update on the US economy

Part I: American Exceptionalism

Best Long And Short Strategies 2024 Q4

REPOST | China Needs Stimulus Because It Is Becoming Japan

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Spectra Markets | EURUSD, Consumer Confidence, and Yields

Spectra Markets | EURUSD, Consumer Confidence, and Yields | Speevr

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