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Macro Commentary

report
  • September 12, 2023

Higher For Longer–Consumer Spending Is Strengthening As Are Inflationary Pressures

Will consumer spending Slow to push up savings as excess COVID savings goes away?.. Nope…...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • May 16, 2023

Buy US Regional Banks—The Meltdown Is Overdone

Download report ...   Become a member to read the rest of this article Username or E-mail Password Remember Me     Forgot Password...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • January 1, 2021

The Year Of COVID: Retrospective of My 2020 Trades

fd8136_0e7d70a35e4b40d898315a175813ca02 As one dog said to the other, “it’s been a long seven years." That dog year equivalent to human years captures the twists and turns of 2020 as every month seemed like an entire investing year. My trade recommendations in 2020 reflected thos...   Become a member to read the rest of this article Username or E-mail Password...
  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies

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