report September 4, 2023 Argentina | 80s Inflation Returns Download Editorial: 80s Inflation Returns Argentina returns to the 80s in terms of inflation. The numbers for August are going to show something close to 12% per month and September is not looking much better. Perhaps there may be some slowdown in October. But we enter a terrai... Become a member to read the rest of this article... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report September 4, 2023 Russia-Ukraine | Wolfgang Münchau | Ceding territory for peace NATO's Stoltenberg top aid lets it slip. Finland's Soviet invasion in 1940... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 Maguire vs. Wilson Who can erode the most value?... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 US bond yields | Slow unraveling of a shaky investment thesis That sinking feeling when the data was on your side but the market is not... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 US payrolls | What to focus on. Who to anchor on. A brief comment ahead of the US jobs numbers... By Alessio Farhadi Speevr Intelligence
report August 31, 2023 Galeotti | Russia-Ukraine | Prigozhin-Putin | Tooze What next for Putin after Prigozhin's sudden death. We present a few perspectives from Russia experts... By Alessio Farhadi Speevr Intelligence
report August 30, 2023 Duffie | US Treasuries | CBDCs | PayPal stablecoin How Darrell Duffie's Jackson Hole paper on US Treasury markets ties in with Central Bank Digital Currencies... By Alessio Farhadi Speevr Intelligence
report August 29, 2023 SOM | Best Long And Short Trades–2023 Q4 China Is Becoming Japan With A Baby Bust, A Property Bust, And Deflation... By Alan Brazil SOM Macro Strategies
report August 29, 2023 NVIDIA | More on who is buying all the GPUs? And why? We share some of your thoughts as to what's driving the NVIDIA GPU order book... By Alessio Farhadi Speevr Intelligence
report August 28, 2023 Argentina | The IMF Money Is Here… Now What? Download report Editorial: The IMF Money Is Here... Now What? After many episodes, this season of the IMF novel came to a close. But there are many more seasons in the works. To some extent this one had a happy ending. The board approved the disbursement and Argentina had access ... Become a member to read the rest... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 28, 2023 Argentina | MONTHLY EconViews #230 – August, 2023 Download report The PASO primaries changed the electoral outlook The primary elections came with many surprises. The big winner was Javier Milei, who was in the radar and was thought to be competitive, though nobody expected that he would end in first place and obtain 30% of... Become a member to read the rest of this article Username or... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 24, 2023 Autogen AI | Write us a report on NVIDIA's latest earnings release We examine the lack of differentiation in Wall Street analysts' NVIDIA Q2 earnings commentary which may be readily replicated by Google BARD.... By Alessio Farhadi Speevr Intelligence
report August 24, 2023 AMD | NVIDIA | The value of great analysts Don't bet against founder CEOs regardless of the industry. They're usually right.... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 NVIDIA | Who’s buying all the GPUs? And why? Is anyone still using Threads? Why are so many startups building their own cloud infrastructure for Autogen AI without even launching a product?... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 US rates | NVIDIA | Our best guess on earnings Our best guess on NVIDIA earnings and what equity analysts' channel checks might be missing... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 Climate | Extreme weather predictions with machine learning Researcher at ETH in Zurich find a novel approach to applying machine learning to improve local forecasts within existing weather prediction models which does not violate the fundamental laws and principles of physics.... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 Argentina | The Week at a Glance- August 22nd, 2023 Download report Editorial: The Problems of Dollarization Javier Milei's victory brought into focus the dollarization plan for which the candidate for president has been fighting. Our opinion is that dollarization is a plan that should be considered as a last resort because we be... 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 August 22, 2023 AI | AMD | NVIDIA | It's More Than Just Hardware A look ahead at NVIDIA earning release and the outlook for AI chips manufacturers.... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 USD rates | GameStop movie: Dumb Money US bond yields keep rising. We review the new GameStop movie characters played by actors... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 Argentina polls | Holyrood election as an example A bit of background on smartphone polling with Holyrood elections as a past example... By Alessio Farhadi Speevr Intelligence
