report February 6, 2024 Fed vs Goldman outlook | Is monetary policy effective? Codifying analyst capitulations. Two likely scenario: economics or statistics?... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 US airstrikes | Iran-backed militias | Wilson steps down How many Iran-backed militias in Iraq? First slowly, then fast... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 Alan Brazil | US-Iran strikes | QT, Jobs & Inflation Alan's latest views on US Housing, and recent economic data... By Alessio Farhadi Speevr Intelligence
report February 1, 2024 Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing Housing steepens the curve in a soft landing, Fed steepens it in a hard landing... By Alan Brazil SOM Macro Strategies
report January 31, 2024 Fed QT | AMD Morgan Stanley & Google hallucinations... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 Alphabet/Google Earnings | US Job The first casualties of AI job losses are within the tech sector... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 US Jobs | JOLTS & ECI wage inflation The evolution of job openings and wage inflation... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 Klopp exit | From Wall Street to Silicon Valley Where is Jan off to next? Glass half full people... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 US Inflation | PCE inflation preview Recessionistas need a weak PCE print to stay in the trade... By Alessio Farhadi Speevr Intelligence
report January 24, 2024 AMD | Brevan Howard | PCE & US recession risk Careful what you wish for on inflation. The 'everything' is a bubble thesis... By Alessio Farhadi Speevr Intelligence