Latest Research
PULSE - July 28, 2026
War De-escalation Cools the Inflation-Fade Story While the Bond Market's Fiscal Bill and the K-Shaped Debate Move to the Front of the Narrative
EXECUTIVE SUMMARY
- Fiscal arithmetic, not credit risk, has become the organizing frame for Treasury coverage. Perscient's semantic signatures tracking warnings that spending discipline will disappoint, that runaway federal outlays will punish Treasurys, and that deficits and unfunded tax cuts are driving yields all rose together, while language treating outright default or a collapse in reserve-currency status as live concerns stayed deeply suppressed. Media is arguing about the price of debt, not the willingness to pay it.
