report November 2, 2023 US Economy | Inflation | Thoughts & outlook Despite stronger economic data, most companies still expect a recession and may be forced to pay up for workers... By Craig Reynolds Speevr Intelligence
report November 2, 2023 US bond yields | A poor risk/reward trade Told ya it would be a tough trade going forward... By Alessio Farhadi Speevr Intelligence
report November 2, 2023 Argentina | EconViews Base Scenario- October 2023 Download Dear clients and friends,We share with you our report "Base Scenario Econviews" that includes projections of the main macroeconomic variables until 2025. We hope you find it useful. For questions or comments about this report, please contact Andrés Borenstein. Best r...... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 1, 2023 INVITATION | Alan Brazil on US Mortgages & Macro Strategies Your chance to talk macro and markets with Alan Brazil... By Speevr Speevr Intelligence
report October 31, 2023 FT on Hamas | Revisiting GSIB vs non-GSIB banks trade Encrypted comms. How's our trade doing?... By Alessio Farhadi Speevr Intelligence
report October 31, 2023 Argentina | The dilemmas of the two-man presidential race Download The dilemmas of the two-man presidential race Massa was the big winner in the general election and appears to be the front runner in a runoff that is likely to be very tight. The fact that he came... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 30, 2023 Argentina | The Need for Structural Reforms Download Editorial: The Need for Structural Reforms The scenarios are becoming somewhat clearer. Philosophically there is a ruling party embodied in Sergio Massa, who if he wins will have to take charge of the disorders of recent years. Milei... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 30, 2023 Israel-Hamas | Perspectives | Markets The paranoia was justified...... By Alessio Farhadi Speevr Intelligence
report October 27, 2023 Israel-Hamas | Incursion due any hour now Airstrike on Gaza intensify aheads of a ground invasion. Internet gone dark... By Alessio Farhadi Speevr Intelligence
report October 27, 2023 CORRECTION | Israel-Hamas | US-Iran Rounding off our analysis on Israel-Hamas... By Alessio Farhadi Speevr Intelligence
report October 26, 2023 US economy | Amundi | Talking gibberish Confusing the AI with alternative facts... By Alessio Farhadi Speevr Intelligence
report October 26, 2023 Israel-Hamas update | Financial advising OSINT analysts more interested in the US economy than Israel-Hamas war... By Alessio Farhadi Speevr Intelligence
report October 25, 2023 Israel-Hamas | Why delay the Gaza incursion? Our top reasons for the delayed ground invasion into Gaza. A failed IDF reconnaissance mission... By Alessio Farhadi Speevr Intelligence
report October 24, 2023 Israel-Hamas | OSINT | Brainard/Alterman/Jordanian Foreign Minster webinars OSINT analysts geolocate the most probable locations of US aircraft carriers to deduce the least expected time before an IDF incursion into Gaza. Two recommended webinars... By Alessio Farhadi Speevr Intelligence
report October 24, 2023 Fake news | Putin cardiac arrest & Wilson voted top Wall Street strategist Surely it has to be fake news... By Alessio Farhadi Speevr Intelligence
report October 23, 2023 Israel-Hamas | Saudi | Iran | 60/40 portfolio | Social media The view from the Middle East. Time to mow our lawn of Wall Street amateurs... By Alessio Farhadi Speevr Intelligence
report October 23, 2023 Argentina | Massa is the likely next president: continuity rather than change Sergio Massa was the great winner of the general election but will need to beat Javier Milei in a second round on 19 November. The finance minister obtained 36.68% of the total votes, improving by 9 points his performance... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 23, 2023 Argy | Alan Brazil | Higher for longer is the new normal Another coup for us. Alan Brazil on higher of longer... By Alessio Farhadi Speevr Intelligence
report October 22, 2023 Higher for Longer is the New Normal Download SOM: Higher for Longer is the New Normal State Of the Markets By Alan Brazil SOM Higher For Longer Is The New Normal ... Become a member to read the rest of this article Username or E-mail... By Alan Brazil SOM Macro Strategies
report October 19, 2023 FINAL: Israel-Hamas | Open-Source | Disinformation OSINT conclude most likely a misfired rocket by PIJ caused the Gaza hospital blast... By Alessio Farhadi Speevr Intelligence