report January 3, 2024 Rates-Equity Delinkage | Israel-Hamas | SoftBank Have bond yield-equity market expectations shifted too far?... By Alessio Farhadi Speevr Intelligence
report January 2, 2024 SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight Macro & bootstrapping, market rules of grammar... By Alessio Farhadi Speevr Intelligence
report December 30, 2023 What Is Time? And Does It Really Exist? Time for non work-related topic during the holidays... By Alessio Farhadi Speevr Intelligence
report December 21, 2023 Spectra survey | Wilson contra? | Gupta processing unit (GPU) Is Mike Wilson a reliable contra indicator... By Alessio Farhadi Speevr Intelligence
report December 20, 2023 Spectra survey 2024 | ‘Fed Put' is far out-of-the-money 'Moby Macro' survey results. Lessons of 2023 have been learned ... By Alessio Farhadi Speevr Intelligence
report December 19, 2023 Part 1 | Reports of its death are greatly exaggerated The first in a two part review of the US housing market... By Alan Brazil SOM Macro Strategies
report December 18, 2023 Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing' AI The most likely outcomes to anchor investment outlook in 2024... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 AI | Google Gemini | OpenAI untold story Google's latest AI launch. When success is the only option... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 US housing | Rents back on the rise New report shows average rents +3.2% YoY... By Alessio Farhadi, Craig Reynolds Speevr Intelligence
report December 8, 2023 SPX stopped-out | Amundi | Outlooks & incentives Making money for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report December 8, 2023 US Jobs | Payrolls comment and sentiment Summary of discussions with investors... By Alessio Farhadi Speevr Intelligence
report December 7, 2023 Bitcoin | Forbes rich list & stats Price moves spark interests as Bitcoin continues to rise... Speevr Intelligence
report December 4, 2023 Argentina | Chainsaw Challenges Download Editorial: Chainsaw Challenges Most economists (including those of us at Econviews) believe that fiscal adjustment is a necessary condition to stabilize the economy. That is to say, Javier Milei has the correct diagnosis. The chainsaw analogy he used in the campaign was ... Become a member to read the rest of this article Username or E-mail Password... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report December 1, 2023 US stocks & bonds rally Fund managers wake up at the 11th month of the year... By Alessio Farhadi Speevr Intelligence
report December 1, 2023 AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard What next for Ukraine? BoE tests BB inflation model.... By Alessio Farhadi Speevr Intelligence
report November 30, 2023 Argentina | Milei Promises Pro-market Policies… Can He Deliver? Download Editorial: Milei Promises Pro-market Policies... Can He Deliver? Finally it's Milei, hope won over fear and the vote was for change. But the path facing the economy is complex. We are not going to travel on a highway, on the contrary, it is a winding road, bogged down an... Become a member to read the rest of... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 30, 2023 Argentina | Milei: big hopes, big challenges Download Milei has been elected with roughly 56% of the popular vote, which means that he has a strong mandate to go ahead with his plan for stabilization and structural reforms. On the other hand, he has a small representation in Congress, including only seven senators out of a ... Become a member to read the rest of... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report November 28, 2023 Natural language | Can you spot AI generated content? We present an illustrative example by building our own language model... By Alessio Farhadi Speevr Intelligence
report November 27, 2023 Hatzius (Klopp) | Sahm | Sentiment & AI productivity Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon... By Alessio Farhadi Speevr Intelligence
report November 25, 2023 Sell SPX | Israel intel failure | ‘Hamas Cribs' at Al-Shifa S&P 500 overbought on momentum indicator... By Alessio Farhadi Speevr Intelligence
