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State Of the Markets

report
  • February 1, 2024

Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing

Housing steepens the curve in a soft landing, Fed steepens it in a hard landing...
  • By Alan Brazil
  • SOM Macro Strategies
report
  • August 7, 2023

Higher For Longer– Sell-off In The Long-End Is Not Done

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  • By Alan Brazil
  • SOM Macro Strategies
report
  • July 26, 2021

Inflation – Higher For Longer

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  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies
report
  • July 7, 2021

Inflation – Higher For Longer

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  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies
report
  • May 7, 2021

Implications Of Biden’s Corporate Tax Plan — Part 1

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  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies
report
  • February 16, 2021

Key Opportunities On The Path To Net-Zero GHG

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  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies
report
  • November 25, 2020

The US After Trump And COVID

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  • By Alan Brazil
  • SOM Macro Strategies
report
  • September 17, 2020

State Of the Markets: Buy CDX Protection–Credit Is Rich

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  • By Alan Brazil
  • SOM Macro Strategies
report
  • September 2, 2020

The Dollar Depreciation Is Just Starting

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  • By Alan Brazil, SOM Macro Strategies
  • SOM Macro Strategies

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