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 Apologies for the recent lack of updates due to unforeseen circumstances. As we get back on track, here are a few brief market comments and observations from our current perspective: Inflation and Policy Forecasting: We’re back to a period dominated by inflation concern... Become a member to read the rest of this article Username or E-mail Password Remember Me ... 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
report March 14, 2024 PPI | The forgotten inflation measure We were blind sided by that one... By Alessio Farhadi Speevr Intelligence
report March 1, 2024 US Inflation | What’s next for bond yields? Fed policy expectations changing, but economic forecasts are not... By Alessio Farhadi Speevr Intelligence
