Each desk watches one domain and flags where it touches the others. All five feed the Pulse; Signal Notes so far come from Finance & Macro and Silicon.
Rates, credit, the dollar, deficits and the data underneath them. Signal Note every Monday.
Pulse + Signal NotesChips, AI and the companies building them, judged on revenue and free cash flow, not valuations. Signal Note every Thursday.
Power grids, oil and gas, and who pays the bill, judged by the meter, not the press release. Signal Note every Tuesday.
Elections, Congress, lobbying and media.
Trade flows, tariffs, sanctions and defense.