Past Issues

Every week we publish a new cross-analyst intelligence report synthesizing 20+ macro analysts into one brief. Browse the full archive below.

PRO

Issue #3February 23, 2026

◆Gold consensus strongest ever: all 9 analysts with views are bullish as central banks accelerate buying
◆Howell's liquidity regime change: Fed QE gives way to Treasury QE, reshaping asset allocation
◆Jobless recovery meets AI disruption — Darius Dale and Jim Bianco warn traditional models are broken

20 analysts53 videos

PRO

Issue #2February 9, 2026

◆Multi-asset meltdown: equities, crypto, credit, and precious metals sell off together
◆Kevin Warsh named Fed Chair — applying Soros's Imperial Circle framework
◆Commodity supercycle thesis strengthens: oil bear narrative debunked, silver essential for AI

9 analysts43 videos

Inaugural issue: credit stress breaks into the open, gold swings $500 in a day, and the dollar bear thesis gains traction across analysts.