Every Sunday. The regime. What it means.
Jan 11, 2026
The Data Doesn’t Add Up
Jan 4, 2026
From Stagflation to Neutral as Four Signposts Clear
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 7, 2025
Fed Dot Plot Interpretation, QT Impact, and Cross-Asset Analysis
Nov 30, 2025
ISM Divergence, Real Fed Funds, and Cross-Asset Implications
