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Text index for Fed / macro / vol / quant notes. Cover cards and PRO/FREE badges live on the home page; this archive is the lean reading directory.
#economy
- Oct 26, 2026
The End of France? Riots, Chaos and the Failing Debt
France has not balanced a budget since 1974, and its politics can no longer agree on who should pay.
- Oct 15, 2026
How to Trade Economic Data 02: Inflation, CPI, PPI and PCE
The Fed announces its next decision on October 28. September PCE, the inflation gauge the Fed targets, comes out on October 29.
MEMBERS - Sep 27, 2026
The US Bond Crisis | How We Got Here, From the 1951 Treasury-Fed Accord to Bessent's Buybacks
Treasury yields at their highest since 2007 are pricing a contest between the Treasury and the Federal Reserve over who sets the price of long-term American debt, and eighty years of bond market history show how that contest usually ends.
- Sep 16, 2026
THE HORMUZ TRAP | Why the world is running out of maritime chokepoints
Why the world is running out of maritime chokepoints
- Sep 12, 2026
Fed Is Pricing the Next Hike (or Cycle)
The market spent years waiting for the next cut. Now it is quietly rebuilding the hiking cycle.
- Sep 06, 2026
JAPAN'S NEW POLICY THE GRAND BLUEPRINT
Takaichi’s ¥370 Trillion Gambit — How Japan Went From Passively Accepting a Weak Yen to Actively Repricing Capital, Currency, Labor, and Corporate Equity by State Design
- Jul 13, 2026
The Population Curve Is the Final Audit | The World's Baby Problem
A civilization can preserve its assets, refinance its debt and stabilize its markets. If it cannot reproduce itself, none of those achievements amount to stability.
- May 11, 2026
The World's Largest Toll Booth Is Pretending to Be Free Roadside Assistance
here's why most people are wrong about the dollar system
MEMBERS - Nov 23, 2025
U.S. Corporate Bankruptcies: Data, Drivers, and Macro Shockwaves (2022-2025)
An unprecedented bankruptcy wave is pushing US economy to its limit...
MEMBERS - Nov 20, 2025
U.S. Debt Is Hitting Its Limits. Gold Isn’t. Here’s Why.
now here's why gold reset might be the last option for US GOV
MEMBERS - Oct 10, 2025
美联储的大滞涨危机
美联储将如何面对类滞涨的三岔口 先上结论： 1 . 通胀持续呈现粘性： 8月PCE同比2.7%、核心PCE同比2.9%，月率回到0.3%/0.2%的中枢，显示“二次黏着”风险未除。([bea.gov][1]) 2. 预期上翘： 密歇根长期通胀预期升至3.7%，为两连升；情绪同步走弱。
MEMBERS