Inflation
+5
Jul 11, 2026
•
11 min read
The 25-Year Disinflation Reversal, the Tariff Floor, and the Fiscal Trap That Ties the Fed's Hands
Weekly SitRep
+6
Jul 6, 2026
9 min read
A labor market that just stumbled, an inflation backdrop that hasn't, and a market setting records while it buys protection.
Geopolitics
+4
Jul 4, 2026
The Refining Monopoly, the 2025 Weaponization, and the Math Behind a Failing 2030 Target
Jun 29, 2026
A hot PCE print, a fraying oil truce, and the AI memory tax reaching consumers.
Jun 27, 2026
22 min read
Why markets are right about the event and wrong about the regime
Jun 22, 2026
A hawkish Fed, an oil truce already fraying, and a market still pricing calm.
Credit Markets
Jun 20, 2026
24 min read
How a 60-day diplomatic clock, a 120-day SPR delivery window, and OECD inventories at multi-decade lows converge on the same week
Jun 15, 2026
7 min read
The market booked relief the physical market can't deliver for months.
+3
Jun 13, 2026
13 min read
Energy-driven inflation, a contracting economy, and the oil floor that stops the ECB from waiting it out
