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Reuters (Jan 19) — World markets jolted; dollar dips; U.S. cash closed
www.reuters.com
Evidence registryFSB: Holistic review of the March 2020 market turmoil (“dash for cash”)
www.fsb.org
Evidence registryNY Fed: The Global Dash for Cash (sovereign bond market dysfunction, March 2020)
www.newyorkfed.org
Evidence registryReuters (Mar 3, 2026): Blackstone’s $82B BCRED sees net outflows; requests 7.9%; $400M sponsor/employee backstop
www.reuters.com
Evidence registryEIA — About one-fifth of global LNG trade flowed through Hormuz in 2024
www.eia.gov
Evidence registryReuters — Alphabet posts quarterly cash burn as AI spending surges, July 23, 2026
www.reuters.com
Evidence registryFed Just Hiked Into a 5% 10-Year: Why the Next Liquidity Cycle May Arrive Faster
The Federal Reserve just raised the federal-funds target to 3.75%–4.00% while the 10-year Treasury closed at 5.01%, the 30-year at 5.35%, and the real 30-year at 3.09%. Pattern Nexus correctly identified the September hike risk and the developing QE/liquidity…
Rates & Yields (📉📈)August CPI Just Activated the Fed’s One-Hike Option—and Deepened the Long-End Trap
August CPI rose 0.4% on the month and 3.4% from a year earlier, while core CPI rose a hotter-than-expected 0.3% even as its annual rate eased to 2.4%. Pattern Nexus decomposes the report into an energy shock, a narrow communications-and-travel core impulse, a…
Inflation, CPI & Real Rates (🔥📉)The Coastal Housing Repricing Map: Where the U.S. Housing Plateau Is Starting to Crack
The U.S. housing market is not crashing everywhere. It is repricing where the affordability stack broke first: coastal price towers, insurance-stressed Florida and Gulf markets, high-rate West Coast metros, and over-reset Sun Belt cities where sellers are fin…
🏠 Wealth & Real Estate