Catch up with the newest published research.
Browse reports grouped by publication day. Older editions remain available through pagination.The most recently published reports, grouped by their original publication date—not the automation date.
Overnight repo operations have shifted from dormant to persistent over the past several weeks. This article documents the expansion in repo usage, what it signals about short-term funding conditions,…
Open report →
Stocks edged higher with mixed internals, yields moved, the dollar opened soft, and metals held firm as markets kicked off 2026. Full Pattern Nexus breakdown with screenshots, news of the day, and li…
Open report →
The U.S. 10-year Treasury is no longer responding to policy rate cuts. This article explains the structural decoupling between front-end easing and long-end yields, why this regime persists for month…
Open report →
Over the last month, the Middle East has shifted into a fragmentation regime: Red Sea disruption remains a global trade lever, Iran is under acute internal stress, Israel’s conflict geometry stays mu…
Open report →
Stablecoins are not a crypto sideshow. They are being shaped into regulated dollar settlement instruments backed by U.S. Treasuries, creating a private-sector CBDC rail without calling it a CBDC. Thi…
Open report →
Warren Buffett’s retirement marks the end of the capital allocation era. This is not just a leadership change at Berkshire Hathaway, but the closing of a postwar investing regime built on patience, p…
Open report →
Compliance has become an enforcement layer. ESG, AML, KYC, sanctions, and risk frameworks now operate as soft law—shaping capital flows, access, and survival without votes, courts, or overt coercion.
Open report →
Google and Energy Dome are scaling 10-hour CO2-based long-duration energy storage (20MW/200MWh-class) to close the renewables-to-AI reliability gap. Here’s the thermodynamics, the grid role, the econ…
Open report →
On the final session of 2025, equities drifted lower while commodities stayed violent: silver flushed hard, gold slid, yields popped, oil stayed soft, and crypto was mixed. Full Pattern Nexus wrap-up…
Open report →
Pattern Nexus 2026 outlook: 4–6 rate cuts (100–275 bps), slower second-half easing, rising probability of yield control, bond-market resistance beyond 3Y, real estate rotation, AI-driven labor compre…
Open report →
China’s largest-to-date live-fire exercise around Taiwan (“Justice Mission 2025”) rehearsed blockade and strike sequencing. Taiwan answered with rapid-response readiness and whole-of-society posture.…
Open report →
North Korea is publicly signaling progress on a nuclear-powered submarine. Separately, a sanctioned Russian heavy-lift ship sank near Spain in Dec 2024 amid claims it carried undeclared naval reactor…
Open report →