The instruments behind the research.
Live views of the plumbing — Treasury flows, tax receipts, margin debt, and the DeepMinsky market simulation. Part of the Professional and Institutional tiers.
Treasury Flows
The Daily Treasury Statement, decomposed the evening it lands — TGA path, withheld receipts, settlements, and what they do to reserves.
Tax Receipts
Withheld income and employment taxes — the real-time wage bill — read against a year ago, weeks ahead of the survey data.
Margin Debt
FINRA debit balances as the leverage cycle’s tell: momentum and acceleration against trailing trend, paired with SPX.
DeepMinsky
The market-regime simulation — multi-sector, stock-flow consistent, credit cycles emerging endogenously in Minsky’s taxonomy.
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