All Editions
Every issue of the Weekly Market Pulse, available in full. Read the latest edition →
June 2026
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216 June 2026 LatestThe Hawkish TrapA blowout jobs report erased rate-cut hopes. A dovish Fed chair walks into his first meeting with the market daring him to do the opposite of what he promised. Oil: stabilised but not healed. The breadth paradox, the IPO lock-up thesis, and the Augmenter vs the Displacer scorecard.Read Week 21
May 2026
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2030 May 2026The Divergence EconomyOil pricing peace. Equities pricing AI acceleration. Bonds pricing persistent inflation. Three instruments, three incompatible futures. The Wilde theorem and what it means when price and value separate across every major asset class simultaneously.Read Week 20
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1922 May 2026The Confidence GapFinancial markets at year-to-date highs. Consumer confidence at a 74-year low. The distance between what the tape is saying and what people are experiencing is the defining feature of this market cycle — and this edition is about who is right.Read Week 19
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1816 May 2026The Chair Before the StormCPI at 3.8%. The Taylor Rule waiting. The market has priced the chair — it has not priced the first press conference. Kevin Warsh's opening act, what the bond market is telling us that equities are ignoring, and the Citrini-Citadel AI debate scorecard.Read Week 18
April – May 2026
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179 May 2026Year of the Repricing — Thesis LaunchThe formal introduction of the WMP's 2026 annual thesis: three of the five major asset classes will move in different directions by December. The falsifiable claim that will be scored at year-end. Plus: the Wednesday Signal launches, On the Radar scoring begins.Read Week 17
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162 May 2026The Repricing BeginsFour asset classes already moving in different directions — the Repricing thesis is playing out faster than expected. The introduction of This Week in History. On the Radar: the energy infrastructure plays that are repricing the cost of power.Read Week 16
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1525 April 2026Hope as ConsensusThe most dangerous moment in any rally is when hope becomes the consensus. On the Radar makes its debut with Bloom Energy, Freeport-McMoRan, and Nscale. The corrected Scoreboard baselines shift the year's narrative from a copper supercycle to energy infrastructure dominance.Read Week 15
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1418 April 2026 PDF onlyThe Ceasefire RallyA ceasefire is not peace — it is simply the market's permission to forget what frightened it. The S&P 500 at 7,126 on the Hormuz "completely open" declaration while the naval blockade remains in force. The first On the Radar pre-screen framework.PDF archived — no HTML version
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1317 April 2026The Copper QuestionThe week that tested the Scoreboard baselines: a copper YTD figure that did not look right, the correction that followed, and what it revealed about how easily a single data error can skew an entire narrative. The Supply Shock thesis debuts.Read Week 13
March – April 2026
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1211 April 2026The Hormuz PremiumThe first HTML edition of the Weekly Market Pulse. Brent crude at its Hormuz-war peak. The Scoreboard launches with 25 assets and locked 1 January baselines. The framework that will track 2026's asset class repricing is set.Read Week 12
Earlier editions (Weeks 1–11, January–March 2026) were produced as Word documents and PDFs before the current HTML format was established. They are held in the private archive. The Scoreboard, audio production, and On the Radar framework all launched from Week 12 onwards.