Weekly SitRep
+6
Aug 3, 2026
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8 min read
A reflation regime thirteen weeks old, a 30-year yield at a nineteen-year high, and a CPI print on August 12 that settles the argument.
Geopolitics
+4
Aug 1, 2026
26 min read
The 2040 supply gap, the refining concentration, and the signal the market reads backwards
Jul 29, 2026
20 min read
The rerouted supply chain, the rising value-added share, and the July 2026 USMCA fight
Jul 27, 2026
9 min read
A reflation regime twelve weeks old, a front end at a seventeen-month high, and a tariff schedule that just became permanent.
Credit Markets
Jul 25, 2026
17 min read
The same credential now sorts households into winners and wealth transfers.
Macroeconomics
Jul 22, 2026
12 min read
The 27% correction, the fastest quarter of central-bank buying in over a year, and the reserve crossover that just became official.
Jul 20, 2026
6 min read
A reflation regime eleven weeks old, a runner-up that just flipped to disinflation, and a 30-year yield through 5 percent.
Jul 18, 2026
16 min read
The five-year assembly win, the decade-long climb underneath it, and the tariff wedge that has already closed.
Jul 13, 2026
A regime nine weeks old, a 30-year yield walking toward 5 percent, and a valuation with no cushion left.
