@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 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 18, 2023 Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI The most likely outcomes to anchor investment outlook in 2024... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 AI | Google Gemini | OpenAI untold story Google's latest AI launch. When success is the only option... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 US housing | Rents back on the rise New report shows average rents +3.2% YoY... By Alessio Farhadi, Craig Reynolds Speevr Intelligence
report December 8, 2023 SPX stopped-out | Amundi | Outlooks & incentives Making money for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report December 8, 2023 US Jobs | Payrolls comment and sentiment Summary of discussions with investors... By Alessio Farhadi Speevr Intelligence
report December 7, 2023 Bitcoin | Forbes rich list & stats Price moves spark interests as Bitcoin continues to rise... Speevr Intelligence
report December 1, 2023 US stocks & bonds rally Fund managers wake up at the 11th month of the year... By Alessio Farhadi Speevr Intelligence
report December 1, 2023 AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard What next for Ukraine? BoE tests BB inflation model.... By Alessio Farhadi Speevr Intelligence
report November 28, 2023 Natural language | Can you spot AI generated content? We present an illustrative example by building our own language model... By Alessio Farhadi Speevr Intelligence
report November 27, 2023 Hatzius (Klopp) | Sahm | Sentiment & AI productivity Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon... By Alessio Farhadi Speevr Intelligence
report November 25, 2023 Sell SPX | Israel intel failure | ‘Hamas Cribs’ at Al-Shifa S&P 500 overbought on momentum indicator... By Alessio Farhadi Speevr Intelligence
report November 23, 2023 MSFT | Bloomberg | Conspiracy theories Operating without access to Bloomberg Terminals... By Alessio Farhadi Speevr Intelligence