Deep dives on employment data, gig economy trends, wage growth, and labor market signals driving the economic cycle.
Credit Markets
+6
May 16, 2026
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15 min read
The buffers are expiring. Stage 2 starts now.
Weekly SitRep
+8
May 11, 2026
8 min read
Reflation at 88%. The most decisive regime call since the system went live.
+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.
+4
Apr 20, 2026
The IRGC reopened fire. The market didn't flinch. Something has to give.
Apr 11, 2026
21 min read
Negative equity risk premium. Spreads lagging fundamentals. No cushion left.
Apr 6, 2026
10 min read
Gold at extremes. Equities at all-time lows. The rotation is decisive.
Labor Market
+2
Mar 28, 2026
14 min read
The gig economy safety net has a ceiling
