report November 20, 2023 Argentina | Milei wins the election, the transition starts immediately Download Javier Milei beat Sergio Massa with a margin of over 11 points in the second round. He will be Argentina’s president for a period of 4 years starting on 10 December. He will be the first economist to... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 18, 2023 OpenAI | Why Was Sam Altman Ousted? Employees say it was about AI 'misalignment'. A smear campaign and power struggle at the top... By Alessio Farhadi Speevr Intelligence
report November 17, 2023 Israel-Hamas | Why IDF is fixated on Al-Shifa hospital Haaretz 2009 article might hold some clues... By Alessio Farhadi Speevr Intelligence
report November 17, 2023 Russia-Ukraine | Rachman | Is the balance tilting? The best detailed summary from open source on Russia-Ukraine... By Alessio Farhadi Speevr Intelligence
report November 16, 2023 Israel-Hamas | From In-And-Out Burger To A Huge Nothing Burger Lesson from past mistakes in Middle East wars... By Alessio Farhadi Speevr Intelligence
report November 15, 2023 Israel-Hamas | What To Expect Under The Hospital Like a China off-plan property investment yet to be built... By Alessio Farhadi Speevr Intelligence
report November 15, 2023 Israel-Hamas | Deciphering the ISW reports Preparing the ground for Al Shifa disappointment as Hamas leaders move south and still capable ... By Alessio Farhadi Speevr Intelligence
report November 14, 2023 S&P 500 2/3 SELL | Yellen @In-and-Out burger Did she get President Xi one as well?... By Alessio Farhadi Speevr Intelligence
report November 14, 2023 Outlook 2024 | ‘Dodgy Dave' returns | Russia-Ukraine | Israel-Hamas Goldman Sachs anchor expectations for 2024... By Alessio Farhadi Speevr Intelligence
report November 14, 2023 Argentina | There Is No Promised Land Without a Season in the Desert Download Editorial The Argentine economy accumulates many important problems. It has negative net reserves, Soviet exchange restrictions, an overappreciated exchange rate, 12 months without growth, inflation that has a floor of 180% for this year, and more than 40%... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 11, 2023 Israel-Hamas | What Is Israel's Strategy In Gaza? Bibi Netanyahu is a "24-carat bullshitter". Blame Mark Zuckerberg for popularizing the 'like' and 'block' buttons... By Alessio Farhadi Speevr Intelligence
report November 10, 2023 US Economy | Sahm Rule | A better recession indicator? We a give brief background introduction to the Sahm Rule and examine whether claims of superior predictive powers in forecasting a recession are well founded... By Alessio Farhadi Speevr Intelligence
report November 8, 2023 Israel-Hamas | Russia-Ukraine | Best reads today Jon Alterman, Mark Galeotti & King Abdullah II... By Alessio Farhadi Speevr Intelligence
report November 7, 2023 Israel-Hamas | Axios leak 3-day military pause Biden asks Netanyahu for a 3-day pause in operations... By Alessio Farhadi Speevr Intelligence
report November 7, 2023 BoJ | Alan Brazil | Higher for longer And Brent Donnelly on JPY... By Alessio Farhadi Speevr Intelligence
report November 7, 2023 Higher For Longer–BOJ Hikes BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows... By Alan Brazil SOM Macro Strategies
report November 6, 2023 Argentina | A Model With Holes Everywhere Download Editorial: A Model With Holes Everywhere October's preliminary numbers likely tell the story of a slowdown in prices. Inflation has probably moved between 9 and 10%. In the last quarter, prices rose around 38-39% while the exchange rate... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 3, 2023 Hizbollah | US Jobs | What Makes A Good Trade? What makes a good trade? Empty words all round... By Alessio Farhadi Speevr Intelligence
report November 3, 2023 Israel-Hamas | Hizbollah | Nasrallah Livestream (Today) Early bird discount for real-time translations... By Alessio Farhadi Speevr Intelligence
report November 2, 2023 Israel-Hamas | Hizbollah | Brief update Nasrallah breaks his silence tomorrow for the first time since war broke out between Israel and Hamas... By Alessio Farhadi Speevr Intelligence
Higher For Longer–BOJ Hikes