Signal Spotlight

Signal Spotlight blog, expanded from recent Monday edition newsletter.

Signal Spotlight

May 11, 2026

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1 min read

💡 Signal Spotlight — Monday, May 11, 2026

Inflation Gets Its Two-Report Stress Test

Signal Spotlight

May 4, 2026

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1 min read

💡 Signal Spotlight — Monday, May 4, 2026

The Jobs Report Becomes the Market’s Referee

Signal Spotlight

Apr 27, 2026

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1 min read

💡 Signal Spotlight — Monday, Apr 27, 2026

The Market’s Three-Headed Stress Test

Signal Spotlight

Apr 20, 2026

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1 min read

💡 Signal Spotlight — Monday, Apr 20, 2026

Hormuz Open, But Calm Is on Probation

Signal Spotlight

Apr 13, 2026

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3 min read

💡 Signal Spotlight — Monday, Apr 13, 2026

Sticky Inflation Moved the Goalposts Again

Signal Spotlight

Apr 6, 2026

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3 min read

💡 Signal Spotlight — Monday, Apr 6, 2026

Strong Jobs, Expensive Oil: The Market Tug-of-War

Signal Spotlight

Mar 30, 2026

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4 min read

💡 Signal Spotlight — Monday, Mar 30, 2026

Recession? Question Gets Loud Again

Signal Spotlight

Mar 23, 2026

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3 min read

💡 Signal Spotlight — Monday, Mar 23, 2026

Hormuz Shut: The Commodity Domino Effect

Signal Spotlight

Mar 16, 2026

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3 min read

💡 Signal Spotlight — Monday, Mar 16, 2026

Energy Shock Meets the Fed’s Tightrope Walk

Signal Spotlight

Mar 9, 2026

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3 min read

💡 Signal Spotlight — Monday, Mar 9, 2026

Stagflation Watch: The Awkward Mix Returns

Signal Spotlight

Mar 2, 2026

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3 min read

💡 Signal Spotlight — Monday, Mar 2, 2026

Oil Shock Test: What Iran Risk Means for Markets

Signal Spotlight

Feb 23, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 23, 2026

Tariff Whiplash: Supreme Court Says No; Trump Re-routes

Signal Spotlight

Feb 16, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 16, 2026

AI’s next phase: spending, not slogans

Signal Spotlight

Feb 9, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 9, 2026

Two Markets, One Week: Rotation Takes the Wheel

Signal Spotlight

Feb 2, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 2, 2026

A new Fed Chair pick, a new “rulebook”

Signal Spotlight

Jan 26, 2026

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3 min read

💡 Signal Spotlight — Monday, Jan 26, 2026

The Fed, the Market, and the “Noise” Behind the Curtain

Signal Spotlight

Jan 19, 2026

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4 min read

💡 Signal Spotlight — Monday, Jan 19, 2026

Tariffs, Greenland, and a New “Alliance Risk” Factor

Signal Spotlight

Jan 12, 2026

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3 min read

💡 Signal Spotlight — Monday, Jan 12, 2026

The Fed’s Independence Test

Signal Spotlight

Jan 5, 2026

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3 min read

💡 Signal Spotlight — Monday, Jan 5, 2026

Venezuela’s oil reset, and why markets care

Signal Spotlight

Dec 29, 2025

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4 min read

💡 Signal Spotlight — Monday, Dec 29, 2025

Silver tags $84/oz: what powered the spike

Signal Spotlight

Dec 22, 2025

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3 min read

💡 Signal Spotlight — Monday, Dec 22, 2025

When geopolitics pokes the oil market...

Signal Spotlight

Dec 15, 2025

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4 min read

💡 Signal Spotlight — Monday, Dec 15, 2025

The Fed’s Statement, and what markets heard

Signal Spotlight

Dec 8, 2025

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3 min read

💡 Signal Spotlight — Monday, Dec 8, 2025

The Fed’s Cut Call, Explained

Signal Spotlight

Dec 1, 2025

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3 min read

💡 Signal Spotlight — Monday, Dec 1, 2025

December Fed cut: priced in, but not locked in

Signal Spotlight

Nov 24, 2025

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3 min read

💡 Signal Spotlight – Monday, Nov 24, 2025

Circular financing in AI: what’s real, what matters

Signal Spotlight

💡 Signal Spotlight — Monday, May 11, 2026

💡 Signal Spotlight — Monday, May 4, 2026

💡 Signal Spotlight — Monday, Apr 27, 2026

💡 Signal Spotlight — Monday, Apr 20, 2026

💡 Signal Spotlight — Monday, Apr 13, 2026

💡 Signal Spotlight — Monday, Apr 6, 2026

💡 Signal Spotlight — Monday, Mar 30, 2026

💡 Signal Spotlight — Monday, Mar 23, 2026

💡 Signal Spotlight — Monday, Mar 16, 2026

💡 Signal Spotlight — Monday, Mar 9, 2026

💡 Signal Spotlight — Monday, Mar 2, 2026

💡 Signal Spotlight — Monday, Feb 23, 2026

💡 Signal Spotlight — Monday, Feb 16, 2026

💡 Signal Spotlight — Monday, Feb 9, 2026

💡 Signal Spotlight — Monday, Feb 2, 2026

💡 Signal Spotlight — Monday, Jan 26, 2026

💡 Signal Spotlight — Monday, Jan 19, 2026

💡 Signal Spotlight — Monday, Jan 12, 2026

💡 Signal Spotlight — Monday, Jan 5, 2026

💡 Signal Spotlight — Monday, Dec 29, 2025

💡 Signal Spotlight — Monday, Dec 22, 2025

💡 Signal Spotlight — Monday, Dec 15, 2025

💡 Signal Spotlight — Monday, Dec 8, 2025

💡 Signal Spotlight — Monday, Dec 1, 2025

💡 Signal Spotlight – Monday, Nov 24, 2025

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