report October 21, 2026 Higher Rates For Longer Is A Return To Normal But Markets Are Not Priced For Normal – Part 1 and Part 3 Updated Uncovering optimal long and short strategies for the market's new normal... By Alan Brazil SOM Macro Strategies
report October 5, 2026 Higher Rates For Longer Is A Return to Normal, But Markets Are Not Priced For Normal–Part 2 Normalizing Rates, Disjointed Markets: A Q4 2026 Outlook... By Alan Brazil SOM Macro Strategies
report June 2, 2026 Fade CB Rate Hikes 2026 Will Not Be A Repeat of The 2021-23 Inflationary Cycle, Fade CB Rate Hikes... By Alan Brazil SOM Macro Strategies
report February 23, 2026 Best Long & Short Strategies 2026 Q1 AI Repricing Is Gathering Steam... By Alan Brazil SOM Macro Strategies
report September 15, 2025 Best Long & Short Strategies 2025 Q4: Parts II and III Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 14, 2025 Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report June 8, 2025 Part IV: The Trades | Is This The End of American Exceptionalism?…No Best Long & Short Strategies 2025Q2/3... By Alan Brazil SOM Macro Strategies
report May 29, 2025 Part III: American Exceptionalism Continues And Gains Steam The Era of America’s Economic Exceptionalism Is Not Over... By Alan Brazil SOM Macro Strategies
report May 21, 2025 Part II: China Goes All In On Trade And Depreciates The CNY Is This The End of American Exceptionalism?... By Alan Brazil SOM Macro Strategies
report January 6, 2025 SOM Year Ahead: The Rise of American Exceptionalism And Trump Best Long And Short Strategies 2025Q1... By Alan Brazil SOM Macro Strategies
