Regime-Focused Macro Analysis and Cross-Asset Insights.
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Jan 14, 2026
The Engine of Regime Classification
Jan 11, 2026
The Data Doesn’t Add Up
Jan 8, 2026
Navigating the Fog
Jan 4, 2026
From Stagflation to Neutral as Four Signposts Clear
Dec 23, 2025
Where We Are, How We Got Here, What Comes Next
Dec 21, 2025
Four Recession Signposts Trigger While Markets Price Perfection
Dec 14, 2025
TGA Drain, SOFR-Repo Stress at 35bps, and Liquidity Deterioration
Dec 10, 2025
Fed Dot Plot Signals One 2026 Cut Amid Historic Division
