Weekly SitRep
+6
Jun 8, 2026
•
7 min read
Payrolls doubled the forecast, and the curve flipped to a hike by December.
Credit Markets
+2
Jun 6, 2026
22 min read
The Record 30-Year JGB, the $1.24 Trillion Repatriation Bid, and the Global Long-End Repricing
Jun 1, 2026
6 min read
First negative equity risk premium since the dot-com era, and insiders kept selling.
May 29, 2026
19 min read
Europe just committed €800 billion to rearm. Bond markets noticed.
May 25, 2026
8 min read
Hottest PCE on record. One page in Pakistan decides Q3.
+5
May 23, 2026
25 min read
The Real Moats Hiding in Plain Sight, the Russia Stress Test, and Where the Dollar Actually Breaks
May 18, 2026
9 min read
Inflation at all-time highs. Warsh just took the chair.
May 16, 2026
15 min read
The buffers are expiring. Stage 2 starts now.
+8
May 11, 2026
Reflation at 88%. The most decisive regime call since the system went live.
