Signal Spotlight blog, expanded from recent Monday edition newsletter.
Signal Spotlight
Dec 22, 2025
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3 min read
When geopolitics pokes the oil market...
Dec 15, 2025
4 min read
The Fed’s Statement, and what markets heard
Dec 8, 2025
The Fed’s Cut Call, Explained
Dec 1, 2025
December Fed cut: priced in, but not locked in
Nov 24, 2025
Circular financing in AI: what’s real, what matters
Nov 17, 2025
The Data Dam Is About to Burst.
Nov 10, 2025
Job cuts spiked in October. Softer labor ahead?
Nov 3, 2025
Power is the new bottleneck: why AI could re-rate utilities.
Oct 27, 2025
When the Fed and Big Tech Collide, Liquidity Sets the Tone.
Oct 20, 2025
Trading in a Data Vacuum.
Oct 13, 2025
Why last week’s China tariff threat matters.
Oct 6, 2025
Semis are talking.
Sep 29, 2025
The New Tariffs, Explained
Sep 22, 2025
The $7.28T question: Will cash leave money market funds?
Sep 8, 2025
Shelter Is the Swing Vote for CPI
