Insights

Selected research

Examples of the type of research, modelling frameworks, and inflation analysis produced for institutional clients. Research is designed around analytical rigor, signal quality, and direct applicability to investment decisions.

Examples of past notes

Below are a few examples of past notes circulated to clients. We maintain a much broader suite of models and cover 13 areas. All of our work is grounded in models and evidence, relying on statistical estimates and testable outputs.

August 8, 2026

US: Our CPI Models Beat Consensus and Kalshi

July 8, 2026

US: FRB-US Update – Will the Fed Hike?

June 10, 2026

US: May 2026 CPI – Nailed Core… Again!

Institutional access. Access to restricted research is granted selectively to institutional investors. Credentials are issued on request following a qualification review.

Client access

Research access is deliberately selective

For institutional research access, bespoke analysis, or potential collaboration inquiries.