Deep Dives
2026-07-04
The Macro Picture Entering H2 2026, With Receipts
Headline CPI ran 4.2 percent year-over-year in May while core crept and long-run expectations held near anchor; unemployment improved as participation slipped.
Educational explainers, recurring market-structure breakdowns, and historical deep-dives — every number sourced from a stored query against real market data.
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Headline CPI ran 4.2 percent year-over-year in May while core crept and long-run expectations held near anchor; unemployment improved as participation slipped.