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All Storyboards

Storyboards are an Epsilon Theory exclusive research product where we go beyond sentiment to explore the meaning of the stories being told about markets, events, and our world. We measure the density of language used to convey these meanings and put the zeitgeist of today's markets in a historical context.

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US Fiscal Policy

By Ben Hunt

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September 8, 2025

All things government spending or taxation related

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Safety Assets

By Ben Hunt

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April 10, 2025

Sentiment regarding traditional safe havens including gold, US Treasuries, Yen, Swiss Franc

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Policy Uncertainty

By Ben Hunt

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April 10, 2025

Tracking levels of uncertainty in geopolitical, fiscal, tax, trade, monetary, labor, regulatory and climate policy

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Deepseek (Archived)

By Ben Hunt

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April 9, 2025

Implications of the news that a Chinese AI company may have figured out how to do more with a lot less

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Asset Repatriation

By Ben Hunt

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April 9, 2025

Examining US Dollar reserve status and foreign investor sentiment regarding US assets generally

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Tariff Rationale

By Ben Hunt

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April 9, 2025

Visualizing key arguments for imposing tariffs including reshoring manufacturing and generating revenue

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Core Macro

By Ben Hunt

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April 9, 2025

Covering the economic narrative basics - rates, inflation, employment, growth and risk appetite