report February 14, 2026 Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No” Hetzel-Leach account of how the Fed won its independence... By Alessio Farhadi Speevr Intelligence
report February 11, 2026 Darrell Duffie | Fed Reserves, Operations & Payments Interview on reserves and payments with Bloomberg Intelligence... By Alessio Farhadi Speevr Dialectic
report February 10, 2026 GeoRisk Alert: YELLOW, Down from AMBER | US-Iran-Israel After multiple enquiries over the past few days... By Alessio Farhadi Speevr Intelligence
report February 9, 2026 Three Macro Themes Repricing Assets And Driving Economic Growth Is AI going to wipe out SaaS?... By Alan Brazil SOM Macro Strategies
report February 8, 2026 U.S./Europe Politics | Ask John Thomas | Yank Football (Superbowl Stats) Are Americans ignorant? Your chance to ask JT ... By Alessio Farhadi Speevr Intelligence
report February 8, 2026 Takaichi restructures the political landscape Takaichi leads LDP to its largest-ever majority in the lower house ... By Tobias Harris Japan Foresight
report February 6, 2026 What to watch for on election day (beyond the size of the LDP victory) LDP remains on track for a significant victory... By Tobias Harris Japan Foresight
report February 4, 2026 Assumability – Lower Mortgage Rates Means More Consumption (Part II) Lower rates will unlock trillions in "trapped" home equity to stimulate consumption... By Alan Brazil SOM Macro Strategies
report February 3, 2026 Japan Election | Looking to Sunday and beyond LDP could win in an enormous landslide... By Tobias Harris Japan Foresight
report February 2, 2026 US-Iran-Israel | For the news flow traders… FARS NEWS: Iranian President Orders Nuclear Negotiation... By Alessio Farhadi Speevr Intelligence
report January 30, 2026 GeoRisk: AMBER ALERT | Sorry to do this… The picture has shifted again...... Speevr Intelligence
report January 29, 2026 Forecasts point to major victory for Takaichi and LDP LDP could retake a majority in the House of Representatives... By Tobias Harris Japan Foresight
report January 28, 2026 GSWM | GeoRisk: YELLOW, Down From AMBER Yellow to match the quesadilla traders...... By Alessio Farhadi Speevr Intelligence
report January 27, 2026 Campaign begins in two-front battle for Takaichi’s future Beginning of Japan 2026 general election coverage... By Tobias Harris Japan Foresight
report January 26, 2026 Tobias Harris: Japan Election Polls | US-Iran-Israel Forget the kabuki theatre between the U.S., Iran, and Israel... By Alessio Farhadi, Tobias Harris Speevr Intelligence
report January 25, 2026 Grifols | Markets | The rinse and repeat short cycle Grifols: first missed, then dismissed We previously forgot to mention that our beloved Grifols SA stock got hammered again late last week after the company admitted to financial wrongdoing: Another one Wall Street's finest and brightest first missed, and later dismissed. They're supposed to be experts in reading company financials. We don't make them look silly, they do it to themselves. Congratulations to the couple... By Alessio Farhadi
report January 23, 2026 Quick Comment on Today’s JPY Moves It’s not every day the Fed rate checks USDJPY…... By Brent Donnelly Spectra Markets
report January 23, 2026 Five uncertainties as lower house dissolved Takaichi and LDP projecting confidence – the latter raised its victory line to an absolute majority of its own... By Tobias Harris Japan Foresight
report January 23, 2026 As Ueda stalls, MOF grabs the spotlight BoJ overshadowed by signs of intervention by Japanese and US authorities... By Tobias Harris Japan Foresight
report January 22, 2026 Ruling and opposition parties avoid tradeoffs in manifestos Takaichi will not pivot on fiscal policy absent extraordinary market pressure... By Tobias Harris Japan Foresight
report January 19, 2026 US-Iran-Israel | Feelings, Theories & Speculation All might not be as it appears...... By Alessio Farhadi Speevr Intelligence
report January 19, 2026 Challenges await as Japan mobilizes for 8 February election Victory for Takaichi and the LDP could depend on a large increase in turnout... By Tobias Harris Japan Foresight
report January 19, 2026 GSWM Outlook 2026 | US Resilience Resilient US resilience remains intact in the face of considerable internal and external challenges... By Alessio Farhadi Speevr Intelligence
report January 19, 2026 Buying $200bn of MBS Will Not Solve Affordability Like Tears In The Rain... By Alan Brazil SOM Macro Strategies
report January 14, 2026 Japan | Opposition merger talks show Takaichi is not the only risk taker The wheels for a snap election in motion, but the prospect of an opposition merger could make the contest more competitive.... By Tobias Harris Japan Foresight
Three Macro Themes Repricing Assets And Driving Economic Growth