report July 9, 2023 De-dollarization | Threads vs Twitter | Inflation-yields Our quick examination of Meta's new Threads social platform against Twitter. Paul Krugman on de-dollarization.... By Alessio Farhadi Speevr Intelligence
report June 23, 2023 Druckenmiller | De-dollarization | PMI | Options market Summary of NY Fed conference on de-dollarization. Options market technicals for month-end... By Alessio Farhadi Speevr Intelligence
report April 19, 2023 US Bancorp | GS Marcus | PIMCO MM fund Lessons from Goldman Sachs Marcus woes and banking regulation.... By Alessio Farhadi Speevr Intelligence
report April 18, 2023 De-dollarization | Changing nexus in commodity prices? A recent BIS paper looks at the change in correlation between commodity prices and the US dollar. We evaluate whether this shift in paradigm is temporary or permanent.... By Alessio Farhadi 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
