RESEARCH · PRIVATE HUB
Private · invite-only · macro & rates research

Trading Research Hub

Your live dashboards and lecture-books in one place. This site is gated by Cloudflare Access — only invited emails can open it. Pick a dashboard below; each is fully interactive (zoom, pan, cross-hair) and themeable from its own Aa·Theme control.

7 dashboardsupdated 2026-06-24invite-only
— dashboards —

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Fed Funds Rate — Predictors

2Y−FF spread + PCE momentum → next-12-month Fed direction (83% when they agree). 3-pane interactive chart.

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Inflation Nowcast

Official CPI / Core CPI / PCE / Core PCE (YoY) with the Cleveland Fed daily nowcast tip.

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Macro Indicators Lecture

The macro-indicator reference + the SPX / NY real-estate predictability chapters.

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AI-Cycle Health Dashboard

18 indicators in 5 buckets + a froth/bubble overlay, scored for current & future health.

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AI Boom — Lecture

Education: where we are in the AI cycle, graded against the Asia-'97 / dotcom-'00 rubric.

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SentimenTrader Integration

How the SentimenTrader sentiment feed wires into the AI-cycle tracker.

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Rotation Playbook

Sector / asset rotation playbook by cycle regime.

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Keeping it current

Each dashboard is generated by its own script (e.g. Refresh_FFR_Dashboard.py). After updating one, re-run Publish_Research_Site.py and re-deploy to refresh this site.