Weekly SitRep
+6
Jul 27, 2026
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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
+4
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.
Geopolitics
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.
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
Jul 6, 2026
A labor market that just stumbled, an inflation backdrop that hasn't, and a market setting records while it buys protection.
Jul 4, 2026
The Refining Monopoly, the 2025 Weaponization, and the Math Behind a Failing 2030 Target
