@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 September 19, 2024 John Thomas | US Election Inside Look | FOMC Harris takes a significant lead in the ad spending wars...... By Alessio Farhadi Speevr Intelligence
report September 18, 2024 FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule Switching to 37.5bp cut just because...... By Alessio Farhadi Speevr Intelligence
report September 17, 2024 FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts) The 25/50 debate and JP Morgan's cut confusion... By Alessio Farhadi Speevr Intelligence
report September 14, 2024 BOOK REVIEW: The Trading Game Is No Liar’s Poker 2.0 Memoirs of a whining millennial employee instead of Salomon bond trader... By Alessio Farhadi Speevr Intelligence
report September 13, 2024 GSWM Review | Brazil-Musk | Free Speech, Censorship & Encryption Brief review of GSWM outlook 2024. Apple vs. FBI... By Alessio Farhadi Speevr Intelligence
report September 9, 2024 Rubrik (RBRK) | Q2 Earnings Preview How much did CrowdStrike outages help?... By Alessio Farhadi Speevr Intelligence
report September 8, 2024 John Thomas | US Election Ad Spending Figures How much they're spending and where. GS alt-data mishap?... By Alessio Farhadi Speevr Intelligence
report September 6, 2024 US Yield Curve | Does Normalization Mean Anything? A historical review and analysis on the yield curve slope... By Alessio Farhadi Speevr Intelligence
report September 5, 2024 US Banks | GS/USB | At Record Highs Because of CEO Solomon, or despite him?... By Alessio Farhadi Speevr Intelligence
report August 29, 2024 Nvidia | What Industry Insiders Are Saying Tech that's difficult to explain or understand... By Alessio Farhadi Speevr Intelligence
report August 23, 2024 Powell | Beyoncé & Swift Fake News Punters have placed their bets with smaller stakes... By Alessio Farhadi Speevr Intelligence
report August 22, 2024 Brent Donnelly | NZDUSD | Technicals Still not a believer in the sustainability of this USD selloff... By Alessio Farhadi Speevr Intelligence
report August 22, 2024 Jackson Hole | Yield Curve | US Election Brief comment on Jackson Hole and yield curves... By Alessio Farhadi Speevr Intelligence
report August 21, 2024 Markets | Where Were We Before The Panic? A test of personal temperament over experience... By Alessio Farhadi Speevr Intelligence
report August 10, 2024 US Election | Harris Ahead In 3 Key State Polls New NYT/Siena poll should worry Republicans... By Alessio Farhadi Speevr Intelligence
report August 8, 2024 Yen Carry-Out | US Election | Middle East | Monkey Business Topped and tailed carry-out trade. Harris now favorite to win in betting markets... By Alessio Farhadi Speevr Intelligence
report August 7, 2024 Iran-Israel | Ali Vaez & Crisis Group CALL (TODAY) The best source and analysts are hosting a free session today... By Alessio Farhadi Speevr Intelligence
report August 5, 2024 Market Sell-Off | Iran-Israel & Axis Couch commentary. SPX 'wedge'. Update on planned attacks on Israel... By Alessio Farhadi Speevr Intelligence
report August 2, 2024 Iran-Israel | Sahm Rule Again A catalogue of failed policies and repeat mistakes...... By Alessio Farhadi Speevr Intelligence
report August 2, 2024 US Jobs | BTPs | Current Views Appraisal/Update Calling the market right, but for the wrong reasons... By Alessio Farhadi Speevr Intelligence
