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 Friday 28th, it managed to wring a billio... Become a member to read the rest of this article Username... 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. B... 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 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 there is no certain... Become a member to read the rest of this article Username or E-mail Password Remember... 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
report July 28, 2023 Argentina Averted the Chasm with the IMF Agreement Argentina Averted the Chasm with the IMF Agreement, Though Fragility Is Still the Name of the Game The economic discussions have been dominated by the day-to-day developments in the negotiations between Argentina and the IMF. The other key piece of analysis is on the impact that ... Become a member to read the rest of this article Username... 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 has delivered on the AI hype. Beware the US Treasury pain trade ahead.... By Alessio Farhadi Speevr Intelligence
report July 27, 2023 Why I am Still Short US Equities Well, I am still short US equities, though, by the end of the week, I may be alone in this recommendation. Other analysts recommended shorting equities have been tarred, feathered, and forced to retract their advice in the face of the continued rally in equities. I've had a few of my clients questioning my sanity as well. So, why... By Alan Brazil SOM Macro Strategies
report July 27, 2023 Quants | Hedge fund allocators | Research | Rising stocks & bond yields An easy way to weed out stale silent shorts. Why are quant funds more successful than most discretionary managers. How to value high quality investment research.... By Alessio Farhadi Speevr Intelligence
report July 27, 2023 NPCs | Wall Street non-player characters The latest human-NPC character phenomenon has been around on Wall Street for many years... By Alessio Farhadi Speevr Intelligence
report July 24, 2023 Argentina | Distortions Upon Distortions to Muddle Through Editorial: Distortions Upon Distortions to Muddle Through The government continues negotiating with the IMF, but there is nothing concrete yet. Econviews' thesis is that one way or another there will be an agreement such that at least the IMF disburses the outstanding 4 billion. ... 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, Speevr Intelligence
report July 24, 2023 US equities | Big bear capitulates Mike Wilson of Morgan Stanley and Marko Kolanovic at JP Morgan both capitulate on shorts... finally!... By Alessio Farhadi Speevr Intelligence
report July 22, 2023 Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.... By Alessio Farhadi Speevr Intelligence
report July 20, 2023 US equities | Martin Wolf | 100 trials for 100 days at $100 46 spot taken and 54 left for the 100 day Speevr trial offer... By Speevr Speevr
report July 20, 2023 TRIAL OFFER | 100 days of Omakase-style research for $100 Try our Omakase style research. Register with coupon code 100JUL100. Valid till August 4th, 2023.... By Alessio Farhadi Speevr
report July 19, 2023 US equities | Why are stocks up again? What makes a 'good' market contra-indicator? S&P 500 re-enters overbought territory... By Alessio Farhadi Speevr Intelligence
report July 17, 2023 China stimulus | Rising SST | LinkedIn jobs | AI supremacy Hindsight analysts once again prove as useful as Anne Frank's drum kit. This time with a less silly investment thesis. LinkedIn labor market data. China stimulus. Econ 101 exam. Trader's classification revisited.... By Alessio Farhadi Speevr Intelligence
Why I am Still Short US Equities