Macro Analytix
Subscribe
Sign in
Home
The Setup
The Pulse
The Breakdown
The Debrief
The Masterclass
About
Latest
Top
Policy
The Third Lever of Regime Classification
Mar 11
•
MacroAnalytix
Path B Confirmed
The Framework's Verdict
Mar 9
•
MacroAnalytix
ISM Prices Paid Explodes Pre-Shock: Inflation Pipeline Flashing
The Market Is Split. The Inflation Pipeline Isn’t.
Mar 5
•
MacroAnalytix
When Geopolitics Meets the Framework
Have we found a catalyst?
Mar 1
•
MacroAnalytix
1
1
February 2026
The Tail Risk Just Went Kinetic
US and Israel launch joint strikes on Iran. Here’s what the regime framework says now.
Feb 28
•
MacroAnalytix
NVIDIA
The $65 Billion Question
Feb 25
•
MacroAnalytix
1
Mapping the Trajectory
12 Weeks of Regime Evolution
Feb 22
•
MacroAnalytix
1
The Bottleneck
When Infinite Compute Meets a Finite Grid
Feb 17
•
MacroAnalytix
1
Risk Appetite Breaks Out
NFP Recovers but Signposts Remain
Feb 16
•
MacroAnalytix
1
Modifiers Recover
Policy and Risk Appetite recover to 0. Aggregate score returns to flat. Strong Headwind clears. Same signposts, same fog. The tantrum ended.
Feb 8
•
MacroAnalytix
Headwinds Bite
Policy & Risk Appetite Cool
Feb 1
•
MacroAnalytix
January 2026
Inflation
The Pipeline Model
Jan 30
•
MacroAnalytix
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts