report February 14, 2026 Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No” Hetzel-Leach account of how the Fed won its independence... By Alessio Farhadi Speevr Intelligence
report February 11, 2026 Darrell Duffie | Fed Reserves, Operations & Payments Interview on reserves and payments with Bloomberg Intelligence... By Alessio Farhadi Speevr Dialectic
report February 9, 2026 Three Macro Themes Repricing Assets And Driving Economic Growth Is AI going to wipe out SaaS?... By Alan Brazil SOM Macro Strategies
report February 4, 2026 Assumability – Lower Mortgage Rates Means More Consumption (Part II) Lower rates will unlock trillions in "trapped" home equity to stimulate consumption... By Alan Brazil SOM Macro Strategies
report January 28, 2026 GSWM | GeoRisk: YELLOW, Down From AMBER Yellow to match the quesadilla traders...... By Alessio Farhadi Speevr Intelligence
report January 25, 2026 Grifols | Markets | The rinse and repeat short cycle Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alessio Farhadi
report January 19, 2026 GSWM Outlook 2026 | US Resilience Resilient US resilience remains intact in the face of considerable internal and external challenges... By Alessio Farhadi Speevr Intelligence
report January 19, 2026 Buying $200bn of MBS Will Not Solve Affordability Like Tears In The Rain... By Alan Brazil SOM Macro Strategies
report January 8, 2026 SOM: Review Of 2025 Performance Gains driven by two equity themes rather than macro trades... By Alan Brazil SOM Macro Strategies
report December 23, 2025 Identifying the Opportunities of The AI Buildout – Part 3 AI Reliable Power Will Reprice Energy Markets—And Force a Reexamination of Coal... By Alan Brazil SOM Macro Strategies
Three Macro Themes Repricing Assets And Driving Economic Growth