A Fed Rate Hike Will Break with its Own History

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Saturday Intelligence Briefing — 9.12.26

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Angels Manning Heaven’s Trading Floors — Never Forget 9-11-26

The Weekly Quill — Things that Go Pump in the Night — The Macro State of the AI Trade

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Signals Crossed

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Bearish Bonds Should Higher Inflation Risks Outweigh Lower Growth Risks

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Full of Hot Air

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Beware of Higher Spending Outlooks Underpinned by Higher Prices, Not Labor Fundamentals

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What’s a Pizza Guy to Do?

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Main Street Signaling Adds to the Wider Wage Disinflation Narrative

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