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Federal Reserve

Weekly SitRep

+7

The Market Priced In Cuts. It's Getting Hikes.

Apr 27, 2026

•

9 min read

The Market Priced In Cuts. It's Getting Hikes.

Weekend Iran talks, April 30 GDP + PCE, mega-cap earnings, and Powell's last FOMC. All in ten days.

Debyn Benjamin
Debyn Benjamin

Weekly SitRep

+4

All-Time Highs in a Stagflation

Apr 20, 2026

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8 min read

All-Time Highs in a Stagflation

The IRGC reopened fire. The market didn't flinch. Something has to give.

Debyn Benjamin
Debyn Benjamin

Macroeconomics

+5

Why Central Banks Are Dumping Treasuries

Apr 18, 2026

•

15 min read

Why Central Banks Are Dumping Treasuries

Central banks bought 4,000 tonnes in three years. The data shows where it's going.

Debyn Benjamin
Debyn Benjamin

Credit Markets

+7

Brent Hit $144. Here's What Broke.
LockSimple

Apr 11, 2026

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21 min read

Brent Hit $144. Here's What Broke.

Negative equity risk premium. Spreads lagging fundamentals. No cushion left.

Debyn Benjamin
Debyn Benjamin

Weekly SitRep

+2

Weekly Macro Sitrep — Stagflation vs Tightening Stress

Mar 22, 2026

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9 min read

Weekly Macro Sitrep — Stagflation vs Tightening Stress

March 22, 2026

Debyn Benjamin
Debyn Benjamin

Fiscal Policy

+2

The 150-Day Fiscal Cliff: SCOTUS Kills IEEPA Tariffs, Section 122 Creates a Worse Trap

Mar 21, 2026

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30 min read

The 150-Day Fiscal Cliff: SCOTUS Kills IEEPA Tariffs, Section 122 Creates a Worse Trap

When the Supreme Court invalidates emergency tariffs, the pivot to a 150-day emergency measure creates a hard policy cliff that freezes business investment, accelerates consumer credit stress, and forces the Fed into an impossible position by July 24.

Debyn Benjamin
Debyn Benjamin

Macroeconomics

+5

Private Credit: The $2 Trillion Stress Test No One Ran

Mar 15, 2026

•

20 min read

Private Credit: The $2 Trillion Stress Test No One Ran

How Three Fund Crises Expose the Hidden Bank Connection

Debyn Benjamin
Debyn Benjamin

Benjamin Capital Research

For educational and informational purposes only. Nothing published here constitutes investment advice, a recommendation, or a solicitation to buy or sell any security. All positioning commentary reflects historical patterns and educational analysis. Past performance does not guarantee future results.

© 2026 Benjamin Capital Research.
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