report December 10, 2025 FOMC Preview | UST & Stocks Global bond yields creeping higher... By Alessio Farhadi Speevr Intelligence
report September 29, 2025 Market Comment | Weekly Narrative Deltas What's changed since last week... Speevr Intelligence
report September 22, 2025 Post-FOMC | Sahm Rule | Herd Economics Scratching beyond the surface for what works and doesn't... By Alessio Farhadi Speevr Intelligence
report August 22, 2025 Spectra Markets | Jackson Hole Survey Results One of the most heavily skewed survey results I have ever seen for an event like this... By Brent Donnelly Spectra Markets
report July 2, 2025 Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here? Do lower interest rates in other countries really mean the Fed is too tight?... By Peter Earle Speevr Dialectic
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 Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... 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
