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
report February 19, 2024 US Inflation | Rising Health Care Costs | Summers Sky rocketing health care costs for middle-aged voters... By Alessio Farhadi Speevr Intelligence
report February 12, 2024 Is the Fed politicized? | Russia-Ukraine Is the market ahead, or are they behind? A change of military strategy for Ukraine... By Alessio Farhadi Speevr Intelligence
report February 6, 2024 Fed vs Goldman outlook | Is monetary policy effective? Codifying analyst capitulations. Two likely scenario: economics or statistics?... By Alessio Farhadi Speevr Intelligence
report January 31, 2024 Fed QT | AMD Morgan Stanley & Google hallucinations... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 US Jobs | JOLTS & ECI wage inflation The evolution of job openings and wage inflation... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 US Inflation | PCE inflation preview Recessionistas need a weak PCE print to stay in the trade... By Alessio Farhadi Speevr Intelligence
report January 24, 2024 AMD | Brevan Howard | PCE & US recession risk Careful what you wish for on inflation. The 'everything' is a bubble thesis... By Alessio Farhadi Speevr Intelligence
report January 22, 2024 GSWM outlook 2024 | Are US equities expensive? How did they do in 2023? US preeminence is still the theme... By Alessio Farhadi Speevr Intelligence
report January 19, 2024 Grifols | Beveridge Curve open-sourced | Wilson contra-contras We open sourced it to nuclear researchers. Grifols' troubles continue and market contra-contras... By Alessio Farhadi Speevr Intelligence
