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Automatically track macro regimes, policy signals, indicators, and linked evidence.

Move from the latest market state to the research explaining why it matters.
76published records
Macro intelligence

Regime and policy research

Articles are routed here when their category, headline, summary, or canonical macro series supplies an explicit macro signal.

76 observations
Routed articles76Rebuilt when articles change
Macro topics3,150Canonical graph records
Cited sources598Extracted from article links
Research edges1,424Provenance-tracked drafts
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Macro research and regime context

Liquidity, QE/QT & Collateral (💧🏦)96% desk relevance

Two Economies, One Balance Sheet: The Unstable Barbell of 2026

Reserve support has returned, but real long rates, fiscal supply, and an AI-energy capital wave are splitting the U.S. economy between capital strength and household fragility. This data-rich Pattern Nexus report maps the four fe…

Deep Research · 29 min
🧭Nexus Reports96% desk relevance

The Dollar Fortress — Audio-Video Edition

Episode 2 of the Pattern Nexus Audio-Video series explains how Bretton Woods, the Marshall Plan, capital controls, the IMF, the World Bank, and the 1951 Treasury–Federal Reserve Accord forged the first dollar-liquidity regime bet…

Audio Video · 3 min
Monetary Operating Systems (💵🧩)96% desk relevance

Washington Turns Stablecoins Into a Weekly Call-Report System

The OCC comment period closes Aug. 11, 2026 for proposed GENIUS Act reporting forms covering OCC-supervised permitted payment stablecoin issuers and foreign payment stablecoin issuers. The proposal would create confidential weekl…

Analysis · 9 min
🧭Nexus Reports96% desk relevance

The Yen Line Broke: The Intervention That Changed the Global Liquidity Map

yen-line-broke-us-japan-intervention-global-liquidity-map Meta description: Pattern Nexus reconstructs the yen’s plunge to a 40-year low, the reported first U.S.–Japan joint intervention since 2011, the BOJ’s 1% policy trap, and…

Deep Research · 13 min
📊Macro & Markets96% desk relevance

The Oil Inventory War Machine: How Long the Global Buffer Can Hold

A full Pattern Nexus reconstruction of U.S. and global oil inventories from the 1970s through the 2026 war shock, including original regressions, depletion scenarios, strategic reserves, refinery constraints, inflation, growth, r…

Deep Research · 28 min