Credit Markets
+2
May 29, 2026
•
19 min read
Europe just committed €800 billion to rearm. Bond markets noticed.
Weekly SitRep
+6
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.
May 9, 2026
23 min read
China lost a 10-year bet
May 4, 2026
10 min read
From historic buying to extreme selling in two weeks. What changed.
Macroeconomics
+3
May 2, 2026
$952B in interest. 28 years of postwar inflation. The full mechanism breakdown.
