the macro report

11 cited calls across 3 public pulses.

Daily Pulse - 2026-03-13

Oil-shock and logistics headlines are tightening financial conditions into an already damaged tape, while expectations sentiment has softened. Base case is that short-covering p...

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Daily Pulse - 2026-02-20

SCOTUS tariff strike + immediate “10% global tariff” response is policy whipsaw that widens distribution of outcomes; rising vol while index range-bound is a classic “compressio...

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