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 rose 26.5%, which marks an importa... Become a member to read the rest of this article Username or E-mail... 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
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 reg... Become a member to read the rest of this article Username or E-mail Password Remember Me ... 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 in the first position with 37% of the votes was a surprise, as most pollst... Become a member to... 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 and his new alliances probably materi... Become a member to read the rest of this article Username or E-mail... 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
Higher For Longer–BOJ Hikes