report January 8, 2024 FX | BoJ | 大トロ刺身特別価格 A high bar for JPY to outperform the rest... By Alessio Farhadi Speevr Intelligence
report January 5, 2024 [FX . Matrix] | AUD/CAD | Signal scrambling Spotting inconsistencies in cross-currency pair trades... By Alessio Farhadi Speevr Intelligence
report January 5, 2024 US Jobs | Runs Out, Guns Out When outcomes are within the realm of expectations... By Alessio Farhadi Speevr Intelligence
report January 3, 2024 Rates-Equity Delinkage | Israel-Hamas | SoftBank Have bond yield-equity market expectations shifted too far?... By Alessio Farhadi Speevr Intelligence
report January 2, 2024 SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight Macro & bootstrapping, market rules of grammar... By Alessio Farhadi Speevr Intelligence
report December 30, 2023 What Is Time? And Does It Really Exist? Time for non work-related topic during the holidays... By Alessio Farhadi Speevr Intelligence
report December 21, 2023 Spectra survey | Wilson contra? | Gupta processing unit (GPU) Is Mike Wilson a reliable contra indicator... By Alessio Farhadi Speevr Intelligence
report December 20, 2023 Spectra survey 2024 | ‘Fed Put’ is far out-of-the-money 'Moby Macro' survey results. Lessons of 2023 have been learned ... By Alessio Farhadi Speevr Intelligence
report December 19, 2023 Part 1 | Reports of its death are greatly exaggerated The first in a two part review of the US housing market... By Alan Brazil SOM Macro Strategies
report December 18, 2023 Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI The most likely outcomes to anchor investment outlook in 2024... By Alessio Farhadi Speevr Intelligence