02.05
Understanding Inflation Properly
Inflation is not a bug in the system. It is a feature — and understanding who it serves changes how you respond to it.
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The Decision... And What Comes After
The Fed held. The market exhaled. Now the real question begins.
Read signal →Sell in May, or Rotation in Disguise?
The inflation trade is crowded, the political backdrop is live, and the Fed decides this week. "Sell in May" may be the wrong question entirely.
Read signal →The Sunday Setup | 26 April 2026
All in 48 hours. All against a geopolitical backdrop that remains a live wire. This is the week that answers some questions, and asks harder ones.
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