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geof
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Join date: Jul 22, 2025
Posts (13)
Nov 3, 2026 ∙ 8 min
October 2026 CPI Forecast
October 2026 CPI forecast: XTech sees headline +0.2% MoM vs +0.3% consensus, core +0.2%. Full-month read on energy, shelter, wages and the Fed before Nov 10.
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Oct 19, 2026 ∙ 5 min
AI Deleveraging: The Selling Has Converged
October 14 AI sell-off is concentrated deleveraging, not broad liquidation. Institutional flows show financing cracked first, then chips and memory followed.
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Oct 2, 2026 ∙ 11 min
September 2026 CPI Forecast
September 2026 CPI rose 0.6%, core 0.3%. XTech's post-release review scores its forecast against the BLS print: where gasoline held and where core missed.
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