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The Fourth Dissent
Three officials voted to hike. The bond market cast a fourth vote, and it voted harder.
Jul 30
•
Bob Sheehan, CFA, CMT
4
2
Openings Came Back. Nobody's Quitting.
THE BEAM · JULY 23, 2026
Jul 23
•
Bob Sheehan, CFA, CMT
4
2
The Week That Tests the Call
The Beam · July 1, 2026
Jul 1
•
Bob Sheehan, CFA, CMT
8
1
Credit Isn't Listening
The Beam · June 29, 2026
Jun 29
•
Bob Sheehan, CFA, CMT
8
1
The Barrel Fell. The Pump Didn’t.
The Beam · June 18, 2026
Jun 19
•
Bob Sheehan, CFA, CMT
6
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
AI Is Fragmenting the Cycle
The Beam - April 30, 2026
Apr 30
•
Bob Sheehan, CFA, CMT
4
1
The Broadening Broke
The Beam | April 23, 2026
Apr 23
•
Bob Sheehan, CFA, CMT
7
2
A 1.7% Print, a 0.14% Tell
Lighthouse Macro | The Beam | April 21, 2026
Apr 21
•
Bob Sheehan, CFA, CMT
7
1
Stocks Printed a Record. Bonds and Gold Didn't Buy It.
A two-week ceasefire isn't a resolution. The cross-asset tape is still telling us to wait.
Apr 16
•
Bob Sheehan, CFA, CMT
19
3
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