Current Intelligence Briefs
Publication-ready.
Instant delivery.
A publication-ready intelligence brief on a live macro event or exposure. Full transmission chain, named companies, specific thresholds, bullish and bearish paths, Regime Horizon. Delivered immediately on purchase.
Oil Spike
Hormuz / Europe
Strait Closure Ignites Europe's Critical Input Chain
When Energy Becomes a Technology Tax
What's inside →
12 pages · 3,200 words
Updated May 18, 2026
Rate Shock
Fed / EM Credit
How a US Rate Shift Travels Into Emerging Market Credit
When EM Credit Breaks Its Anchor
What's inside →
12 pages · 2,100 words
Updated May 29, 2026
Capex Shock
AI Credit / Capex
When AI Infrastructure Spending Hits Corporate Credit Spreads
When the Cycle Breaks Spreads
What's inside →
12 pages · 2,200 words
Updated May 30, 2026
Credit Shock
Brazil / IR Trap
When Selic Becomes the Problem, Not the Solution
Sovereignty Premium Gets Repriced
What's inside →
12 pages · 2,100 words
Updated May 30, 2026
Geopolitical Shock
China / Latin America
When Infrastructure Becomes the Transmission Mechanism
Sovereign Risk at the Chokepoint
What's inside →
12 pages
Updated May 30, 2026
Geopolitical Shock
Rare Earth / China
When China Controls the Input, Not the Output
Dependency Becomes a Weapon
What's inside →
12 pages
Updated May 30, 2026
New briefs publish when major macro events break. Each brief covers one event in full. Get notified before the next one goes live.
Know your specific exposure? Pick the brief above. Immediately.
Bridge Brief
Already researched.
Already written.
Yours the moment you buy.
A finished research product on a live macro event, written to publication standard. The full transmission chain, the named companies, the scenario paths — structured for a serious reader.
Buy a brief from the Library. Receive a complete, publication-grade Intelligence Brief built around one macro event or market shock. That is the complete transaction.
What is in every brief
- ✓Full transmission chain, from the shock to its asset-level impact, step by step
- ✓Named companies at each node, with the specific threshold that changes their position
- ✓Bullish and bearish paths, each with precise resolution and escalation conditions
- ✓Regime Horizon: where the macro state lands at 6 months and 12 months
- ✓Research Desk: the layer of variables not in the headlines
Bridge Brief
$199
One-time · No intake · Immediately
A live macro event, fully mapped. Not a summary. A finished intelligence product with named companies, specific thresholds, and two full scenario paths.
- →Full transmission chain
- →Named companies, specific thresholds
- →Bullish and bearish scenario paths
- →Regime Horizon included
- →Research Desk: hidden variable layer
- →12-page publication-grade PDF
Not a subscription. Not custom work. A finished research product. Need it custom-built? See the Analyst Report.