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Decoded No. 1: Five Bond Markets, One Shock (full note, PDF)
$29.00The full 23-page analysis note: who really pays for the 2026 bond yield surge in the US, UK, France, Germany and Canada. Instant PDF download.
Decoded No. 2: The Mortgage Reset Clock (full note, PDF)
$29.00The full 25-page analysis note: mortgage rates jumped after the 2026 oil shock, but households pay only when their rate resets. Instant PDF download.
Decoded No. 3: Oil Shock, Not Yet a Wage Shock (full note, PDF)
$29.00The full 25-page analysis note: is the 2026 oil shock turning into a wage shock in the US, UK, France, Germany and Canada? Pass-through, wage curves, momentum and a new second-round risk index. Instant PDF download.
Foresight No. 1: The Ageing Bill (full note, PDF)
$29.00The full 25-page prospective note: how much ageing will cost the US, UK, France, Germany and Canada in growth, pensions, health and debt to 2050, and which levers buy the most fiscal room. Instant PDF download.
Foresight No. 2: The Price of Rearmament (full note, PDF)
$29.00The full 25-page prospective note: NATO’s 5 percent target costs the US, UK, France, Germany and Canada about 2 trillion dollars to 2035. Who can afford it, who will miss it, and what it does to debt. Instant PDF download.