report April 3, 2024 Iran-Israel | Early indications of Damascus strike response A best educated guess on how Iran will respond to Damascus consulate attack... By Alessio Farhadi Speevr Intelligence
report April 2, 2024 Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine Iran's potential responses to Israeli strikes on the Damascus consulate that killed top IRGC commanders... By Alessio Farhadi Speevr Intelligence
report April 1, 2024 Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes... By Alessio Farhadi Speevr Intelligence
report March 28, 2024 MERLYN RELEASE | TValue Proposes New Telecom Italia Board of Directors TValue announces that it has submitted its majority list for the Board of Directors of TIM in view of its renewal... By Merlyn Advisors Merlyn Advisors
report March 28, 2024 Dani Kahneman | Fairwell to an Intellectual Giant and Legend The founding father of Behavior Economics passed away. His influence stretches far beyond academia... By Alessio Farhadi Speevr Intelligence
report March 27, 2024 Israel-Hamas | UNSC resolution | Kremlinologist & Isis-Kologist Is a UN Security Council resolution binding? It's a simple question... By Alessio Farhadi Speevr Intelligence
report March 25, 2024 Google DeepMind & Liverpool FC | US Threat Assessment US domestic terrorism risks. DeepMind-Liverpool partnership update... By Alessio Farhadi Speevr Intelligence
report March 25, 2024 Big Tech Insiders | Credit Inflows | Moscow Attacks Tech CEOs know best about their stock return prospects... By Alessio Farhadi Speevr Intelligence
report March 21, 2024 FOMC | Merlyn proposed plan for Telecom Italia The usual FOMC post-mortem and Merlyn Advisors' plans for TIM... By Alessio Farhadi Speevr Intelligence
report March 20, 2024 MERLYN RELEASE | TVALUE: A BRIGHTER FUTURE FOR TIM Merlyn Advisors shares Telecom Italia investment plan details... By Merlyn Advisors Merlyn Advisors
report March 20, 2024 FOMC | BoJ | Merlyn, Telecom Italia Activist Position BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy's largest telecom provider... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 Grifols | ChatGPT On PPI Give us reasons for why PPI was lower than official figures... 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 14, 2024 AI | A local peak in tech boom? Morgan Stanley believe in AI... after a 30% rally in US equities... By Alessio Farhadi Speevr Intelligence
report March 13, 2024 ARK | Nvidia | Robinhood | US Inflation Are retail investors driving up Nvidia stock price? Is a correction near?... By Alessio Farhadi Speevr Intelligence
report March 12, 2024 US CPI Inflation | Grifols A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure... By Alessio Farhadi Speevr Intelligence
report March 7, 2024 AMD CTO | Alan Brazil | Part 4 – What Happens Next In Housing, Inflation And The Economy Interview with AMD CTO. Part 4 of Alan Brazil's recent series on the US economy... By Alessio Farhadi Speevr Intelligence
report March 6, 2024 Part 4 | What Happens Next In Housing, Inflation And The Economy Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle... By Alan Brazil SOM Macro Strategies
report March 5, 2024 Macro trades | Bad fundamentals, or poor timing and execution? Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not necessarily signal fundamental flaws; rather... Become a member to read the rest of this article Username or E-mail Password... 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
Part 4 | What Happens Next In Housing, Inflation And The Economy