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 Download report SOM-Higher For Longer--Long End rates Are Headed Higher ... 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 July 26, 2021 Inflation – Higher For Longer Part 2: Housing Dynamics som-higher-for-longer-housing-Part-2-Housing ... 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 SOM Macro Strategies
report July 7, 2021 Inflation – Higher For Longer SOM-Inflation-part-1-labor- ... 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 SOM Macro Strategies
report May 7, 2021 Implications Of Biden’s Corporate Tax Plan — Part 1 SOM-Implications-Of-Bidens-Corporate-Ta ... 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 SOM Macro Strategies
report February 16, 2021 Key Opportunities On The Path To Net-Zero GHG Part 1 SOM-Key-Opportunities-Along-The-Path-To- ... 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 SOM Macro Strategies
report November 25, 2020 The US After Trump And COVID Step 1: Identify Macro Themes What Will The US Look Like After The 2020 US Elections And The Second Wave of COVID? Step 2: Fundamental Economic Framework Surge In Cases Not Just An Artifact of A Surge In Testing--Hospitalizations Are Rising As Wit... Become a member to read the rest of this article Username or E-mail Password... By Alan Brazil SOM Macro Strategies
report September 17, 2020 State Of the Markets: Buy CDX Protection–Credit Is Rich fd8136_ca2415a992d04f0c89b3618e28ff5b57 ... 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 September 2, 2020 The Dollar Depreciation Is Just Starting fd8136_5781f5152d214817aec3b558443c51f0 ... 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 SOM Macro Strategies
