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The Fed Put, Retired
The Beacon · June 15, 2026
23 hrs ago
•
Bob Sheehan, CFA, CMT
17
1
3
The Lighthouse Macro Chartbook
June 9, 2026 · Macro, Illuminated.
Jun 11
•
Bob Sheehan, CFA, CMT
10
1
Markets Turn in Order, and the Order Is Almost Done
The Horizon · June 2026
Jun 10
•
Bob Sheehan, CFA, CMT
9
2
3
Markets Turn in Order
The Beacon · June 6, 2026
Jun 6
•
Bob Sheehan, CFA, CMT
10
1
May 2026
Two Prints In One Release
Core in line at 3.3%. Headline hot at 3.8%. The Fed writes from Core. Most household budgets feel Headline.
May 28
•
Bob Sheehan, CFA, CMT
9
2
The Widest Page in the Book
Sentiment at a record low. Equities at a record high. They are not reading the same economy.
May 26
•
Bob Sheehan, CFA, CMT
9
2
The Long End Broke Five. Credit Hit Snooze.
The Beam · May 22, 2026
May 22
•
Bob Sheehan, CFA, CMT
7
2
The Records Don't Agree With the Tape. The Fed Just Changed Hands.
THE BEAM | May 18, 2026
May 18
•
Bob Sheehan, CFA, CMT
9
1
The Splitting Cycle
Two cycles, one tape. AI capex pulls the index. The consumer stalls. The Fed fractures. Term premium reprices. The framework reads strained, not broken.
May 11
•
Bob Sheehan, CFA, CMT
13
6
The Honest Level
The Beacon · Term premium at 70bps, framework anchors at 150bps
May 4
•
Bob Sheehan, CFA, CMT
15
2
5
April 2026
AI Is Fragmenting the Cycle
The Beam - April 30, 2026
Apr 30
•
Bob Sheehan, CFA, CMT
4
1
The Rally Has Two Tells
The Beam | April 28, 2026
Apr 28
•
Bob Sheehan, CFA, CMT
6
3
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