Weekly SitRep
+7
Apr 27, 2026
•
9 min read
Weekend Iran talks, April 30 GDP + PCE, mega-cap earnings, and Powell's last FOMC. All in ten days.
Macroeconomics
+5
Apr 18, 2026
15 min read
Central banks bought 4,000 tonnes in three years. The data shows where it's going.
Credit Markets
Apr 11, 2026
21 min read
Negative equity risk premium. Spreads lagging fundamentals. No cushion left.
+6
Apr 6, 2026
10 min read
Gold at extremes. Equities at all-time lows. The rotation is decisive.
+2
Mar 30, 2026
8 min read
Credit, housing, and funding markets all flashing at once.
Mar 15, 2026
20 min read
How Three Fund Crises Expose the Hidden Bank Connection
