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US Economy

report
  • May 18, 2025

RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics

Is US economic exceptionalism over? Presentation by Alan Brazil...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • May 6, 2025

Bessent | USA “Credit Risk”

Oops!... He did it again...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • April 23, 2025

Pete Earle | UnPacking The Mar-a-Lago Accord

We live in interesting times when theologians feel compelled to fact-check politicians. Here’s a concise and well-crafted summary of the so-called “Mar-a-Lago Accord” by Dr. Peter Earle (aka Dr. PCE) of the American Institute for Economic Research (AIER). True to his libertarian leanings, he steers clear of social engineering and keeps the focus on market mechanics and macro fundamentals. Unpacking the Assumptions Behind...
  • By Alessio Farhadi, Peter Earle
  • Speevr Dialectic
report
  • April 19, 2025

Fear 2 – ‘Ricardian Vice’ & The “Brokers’ Broker” Tag Team to Take on Tariff Taut

Susie Wiles is still in control of WH we think......
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • April 2, 2025

US Tariffs | AliExpress Tariff Discount Sale

The Trump Purchasing Parity (TPP) exchange rate for tariffs...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • April 1, 2025

US Tariffs | Goldman | What To Expect From Tariffistan

Going "full throttle" on tariffs...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • March 13, 2025

Trump’s Polls | Rubrik Beats Again

What matters more to Trump than the stock market?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • March 11, 2025

Markets | ‘Boiling the Frog’ Sell-Off

'Trump Put': Who's Afraid of the Big Bad W-H?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • March 7, 2025

US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear

A balancing act. Scott Bessant's economic plan, Ricardian something...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • February 2, 2025

Part 1: John Thomas | Trump Tariffs | SoftBank | Stargate

We warned you! Now why would you doubt our guy?...
  • By Alessio Farhadi, John Thomas
  • Speevr Intelligence
report
  • January 14, 2025

Comment | US Rates & Macro Shenanigans

  Become a member to read the rest of this article Username or E-mail Password Remember Me     Forgot Password...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • November 11, 2024

US Yield Curve | Veterans/Remembrance | NextFedChair.com

US yield curve and next Fed Chair back in focus...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • October 16, 2024

John Thomas | US Election | Who’s Winning < 500 Hours To Go?

No more Middle East updates? Harris must regain the momentum...
  • By Alessio Farhadi, John Thomas
  • Speevr Intelligence
report
  • September 18, 2024

FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule

Switching to 37.5bp cut just because......
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 17, 2024

FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts)

The 25/50 debate and JP Morgan's cut confusion...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • September 6, 2024

US Yield Curve | Does Normalization Mean Anything?

A historical review and analysis on the yield curve slope...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • August 22, 2024

Jackson Hole | Yield Curve | US Election

Brief comment on Jackson Hole and yield curves...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • August 2, 2024

US Jobs | BTPs | Current Views Appraisal/Update

Calling the market right, but for the wrong reasons...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • July 31, 2024

FOMC | Hamas | Iran | Sahm Rule | US polls

The Fed rumor mill and Sahm rule concerns...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • July 14, 2024

US Economy | Eurozone | Israel-Hamas

A brief update on current themes and outlooks...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • June 13, 2024

US Inflation | Ellison & AI | BTP/Bund Spread

Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • June 7, 2024

Spectra Markets | NFP | Samh Rule | Nvidia

Brent Donnelly on NFP, Kanas Fed and the Sahm Rule 'mansplaining'...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • June 6, 2024

US Economy | Half-Time Score | Trade Signals

Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman ...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • May 15, 2024

Part 2: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini

GameStop & AMC shares fall. Is ChatGPT or Gemini better?...
  • By Alessio Farhadi
  • Speevr Intelligence
report
  • May 15, 2024

Part 1: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini

A quick comment on US CPI, retail trading patterns and fund flow data ...
  • By Alessio Farhadi
  • Speevr Intelligence

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