@speevr Speevr Intelligence The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.
report April 10, 2023 Krugman | CBDCs | Bitcoin & culture wars Central Bank Digital Currencies enter culture wars before open public debate.... By Alessio Farhadi Speevr Intelligence
report April 7, 2023 Narrow Banking | Jeremy Bulow | Stanford GSB Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Craig Reynolds, Jeremy Bulow Speevr Intelligence
report April 5, 2023 (2) De-dollarization | Swiss Banking | Block (SQ) shorts Hindenburg's flimsy short thesis.... By Alessio Farhadi Speevr Intelligence
report March 31, 2023 (1) De-dollarization | Swiss Banking | Block (SQ) shorts Why the sudden kerfuffle on the dollar's demise?... By Alessio Farhadi Speevr Intelligence
report March 30, 2023 Money Markets | Banking Crisis The lead generation product of the asset management industry.... By Alessio Farhadi Speevr Intelligence
report March 29, 2023 DB CDS | Diamond-Dybvig bank runs | CIA profiler It's less that the current banking system is weak, but instead, those leading the organizations are. ... By Alessio Farhadi Speevr Intelligence
report March 24, 2023 DB | Information control | Cognitive bias Nothing to see here according to the German media, as shares in the nation's largest lend plunge.... By Alessio Farhadi Speevr Intelligence
report March 23, 2023 Fed Balance Sheet | What’s this thing? Who drew on the full $60 billion allotment of the FIMA facility?... By Alessio Farhadi Speevr Intelligence
report March 23, 2023 Deutsche Bank | The next limping gazelle It took 5 days for the market to identify the next limping gazelle.... By Alessio Farhadi Speevr Intelligence
report March 22, 2023 Banking turmoil | Is it over? Deposit guarantees won't necessarily stop banks from failing. Here's why...... By Craig Reynolds Speevr Intelligence
report March 21, 2023 Suing the Swiss | Yodel-ay-hee-hoo We explain the usual course of events, step-by-step, as Credit Suisse (AT1) bondholders prepare to sue FINMA - the Swiss banks' regulator... By Alessio Farhadi Speevr Intelligence
report March 21, 2023 FOMC | ‘Hold my beer’ bets Is it safe to come out now? Probably not.... By Alessio Farhadi Speevr Intelligence
report March 20, 2023 Tarullo | Bank capital and Treasury market Can you guess the next limping gazelle?... By Alessio Farhadi Speevr Intelligence
report March 15, 2023 Credit Suisse | From bailouts to bail-ins A quick overview of bail-in bonds to protect depositors.... By Alessio Farhadi Speevr Intelligence
report March 14, 2023 Inflation | Yield curve | Iranian spy balloons Yield curve dis-inverts and inflation expectations decline ahead of today's CPI release.... Speevr Intelligence
report March 13, 2023 SVB | Quick thoughts, more later Is it a bailout? And what next?... By Craig Reynolds Speevr Intelligence
report March 13, 2023 GS | SVB | Keep Calm And Continue Trading Goldman Sachs call no rate hike at upcoming FOMC meeting... By Alessio Farhadi Speevr Intelligence
report March 12, 2023 UPDATED – Bailouts | SBF To SVB | Yield Curves & Regulations It may be prudent to pair back some risk here... By Alessio Farhadi Speevr Intelligence
report March 12, 2023 Bailouts | SBF to SVB | Yield curves & regulations Why it's so important to quickly bring inflation back down under control closer to the Fed's target... By Alessio Farhadi Speevr Intelligence
report March 10, 2023 Darrell Duffie | Revisiting bank regs and reforms Key metrics and capital rules introduced as part of the Dodd-Frank reforms revisited.... By Alessio Farhadi Speevr Intelligence
