report August 16, 2023 Goldman | Next CEO Betting Odds Update Press leak continue out of Goldman Sachs and it must stop asap.... By Alessio Farhadi Speevr Intelligence
report August 15, 2023 Ocean SST | A snapshot of where we stand New NOAA satellite data reveals tentative signs the oceans are cooling.... By Alessio Farhadi Speevr Intelligence
report August 15, 2023 Argentina | How to make money trading Argy Another crisis of credibility for local Argentine pollsters... By Alessio Farhadi Speevr Intelligence
report August 15, 2023 Argentina | A Black Swan With All the Options Open Editorial: A Black Swan With All the Options Open The result of the primary election in Argentina delivered important surprises. Javier Milei, who was supposed to come third, emerged as the winner. His party obtained 30.04% of the votes... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 14, 2023 FX | Commodities | When will the oceans cool? Examining the relationship between agricultural commodity prices, FX and weather patterns.... By Alessio Farhadi Speevr Intelligence
report August 14, 2023 Flash Report – A black swan with all the options open The result of the primary election in Argentina delivered important surprises. Javier Milei, who was supposed to come third, emerged as the winner. His party obtained 30.04% of the votes followed by Juntos por el Cambio (main opposition) with... By Andrés Borenstein, Miguel A. Kiguel EconViews
report August 13, 2023 Goldman Sachs | Let's Pick A New CEO Why does the banking industry on hire insiders as CEOs? We propose a couple of alternatives... By Alessio Farhadi Speevr Intelligence
report August 12, 2023 Silicon Valley | Wall Street | Is the Goldman CEO a jerk? The office canteen executive jerk test. How different work cultures still enjoy success in the Bay Area.... By Alessio Farhadi Speevr Intelligence
report August 11, 2023 REVIEW: Econviews | Miguel Kiguel | Argentina We examine a local view from Bueno Aires by Econviews... By Alessio Farhadi Speevr Intelligence
report August 10, 2023 US CPI | Winning forecaster The winner of our CPI forecasting survey. Crowded inflation narratives and bond yields. A difficult 30-year Treasury auction... By Alessio Farhadi Speevr Intelligence
report August 7, 2023 REVIEW: SOM Macro Stategies | Alan Brazil We review SOM Macro research by Alan Brazil... Speevr Intelligence
report August 7, 2023 Higher For Longer– Sell-off In The Long-End Is Not Done Download report SOM-Higher For Longer--Long End rates Are Headed Higher ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alan Brazil SOM Macro Strategies
report August 7, 2023 The Central Bank Walks on the Tightrope Editorial: The Central Bank Walks on the TightropeWhen hiring staff at the Central Bank, they should put experience as a tightrope walker or juggler as exclusive requirements. Clearly that ability came into play in these last few days. On... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 7, 2023 Data | Politics & tech influence ops | Polarization How much is your data really worth?... By Alessio Farhadi Speevr Intelligence
report August 6, 2023 US rates | Who called it right… and what next? A roundup of where we stand, where we came from, and where we're heading next... By Alessio Farhadi Speevr Intelligence
report August 6, 2023 Financial Evolution | Natural selection in capital markets When humans go head-to-head with King Ken's supercomputers.... By Alessio Farhadi Speevr Intelligence
report August 3, 2023 Argentina | Base Scenario – July 2023 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. Be... ... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 2, 2023 Hatzius on US economy & rates | Alan Brazil on US stocks | Feynman on Manhattan Project The latest views from Goldman's chief economist on the US economy and interest rates. Alan Brail on why he's (still) short US equities. Richard Feynman lecture on his time at Los Alamos working on the Manhattan Project... By Alessio Farhadi Speevr Intelligence
report July 31, 2023 Argentina | A Last-Minute Deal with the IMF Editorial: A Last-Minute Deal with the IMF Finally, the famous “staff-level agreement” was closed and the IMF promises a disbursement of 7.5 billion dollars in August, an amount that will basically cover principal and interest payments until November. Although... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report July 28, 2023 BoJ | Big Tech & Capex | Bond yields & inflation Big Tech earnings have delivered on the AI hype. 'Pain trade' on US Treasuries is for higher yields... By Alessio Farhadi Speevr Intelligence