Big Picture · Week of 31 August 2026
What the Talking
Headge Said.
Talking heads on US markets publish on their own YouTube channels and X handles. Headge turns those posts and videos into short, source-backed views of who said it, about what, which direction, and over which horizon, so the catch-up takes fifteen minutes.
US Treasuries can be bought through dark offshore entities despite a choreographed public narrative, supporting demand for duration.
Danielle DiMartino Booth BULLISH
Sentiment Graph
Every portrait is one talking head and every disc is one topic. An edge is one attributed view, inked by that analyst's sentiment. A disc fills with that topic's split of analysts, Bull rising in green from the bottom and Bear in red from the top, Neutral between; its frame is the mean sentiment of the analysts on it, as is the frame around each portrait. Scrub or play the last thirty days to watch views arrive, flip, and lapse. Counts and means only, never a house view.
New Views Today
LatestBullish
US Treasuries can be bought through dark offshore entities despite a choreographed public narrative, supporting demand for duration.
Consumer inflation will remain sticky for some time as commodities continue in a secular bull market, with the cost of capital likely following higher.
$EAT is positioned for a strong near-term advance, reflecting a bullish tactical view rather than a longer-term fundamental call.
Bearish
US housing affordability is deteriorating as homebuyer confidence plunges toward historic lows, creating a mounting political vulnerability for the administration.
Highly skilled trades remain in short supply because pay has failed to keep pace with the 1963 minimum wage equivalent of $57.90 per hour.
Market rates may remain elevated or temporarily reverse higher as central-bank uncertainty compounds macroeconomic concerns and threatens floating-rate private-credit borrowers.
Longer-term Treasury yields face continued upward pressure from primary drivers beyond the Federal Reserve’s inflation credibility, despite remaining range-bound over recent days.
$VIX has turned negative for the week after falling 12.03% intraday, signaling lower near-term market volatility and reduced volatility pressure.
1 Week Horizon
McCullough · EAT
Keller · Positioning & Vol Keller · USO Keller · GLD Keller · IWM Keller · SPY Keller · INTC Keller · META Keller · XLK
Lee · SPY
Basmajian · Growth Basmajian · Recession Risk Basmajian · Housing El-Erian · TLT
Reznicek · SPY Ciovacco · Positioning & Vol
Mancini · SPY
Boockvar · Inflation Boockvar · TLT
Sonders · Positioning & Vol McCullough · Positioning & Vol
Steno Larsen · DXY Steno Larsen · SPY Hanke · USO $EAT is positioned for a strong near-term advance, reflecting a bullish tactical view rather than a longer-term fundamental call.
1 Month Horizon
DiMartino Booth · TLT Hanke · Housing Keller · SMH
Bilello · Tariffs & Geopolitics Bilello · Inflation Snider · TLT Snider · Fed Policy Timmer · Fed Policy Hanke · AI DiMartino Booth · AI DiMartino Booth · Inflation DiMartino Booth · Growth DiMartino Booth · Earnings DiMartino Booth · Housing Timmer · TLT McCullough · TXG
Bianco · Fed Policy Bianco · Inflation Boockvar · GLD DiMartino Booth · Liquidity DiMartino Booth · Recession Risk DiMartino Booth · LABOR Boockvar · Inflation
Dale · Fed Policy US Treasuries can be bought through dark offshore entities despite a choreographed public narrative, supporting demand for duration.
US housing affordability is deteriorating as homebuyer confidence plunges toward historic lows, creating a mounting political vulnerability for the administration.
$SMH remains below a declining 50-day moving average with lower highs and lower lows despite its 2.8% rebound, unless support at 540 holds and breaks out.
1 Year Horizon
Timmer · Inflation Keller · Fed Policy Keller · TLT Keller · PSX Gromen · LABOR Snider · Recession Risk Snider · Liquidity Snider · AI Snider · HYG Snider · XLRE Basmajian · Fed Policy Basmajian · Fiscal & Treasury Dale · Fed Policy Dale · Fiscal & Treasury Dale · TLT Dale · Inflation Dale · Growth Boockvar · AI
Roberts · LABOR Roberts · Fed Policy Roberts · Growth Roberts · Inflation Boockvar · Fiscal & Treasury Timmer · TLT Consumer inflation will remain sticky for some time as commodities continue in a secular bull market, with the cost of capital likely following higher.
Daily Catch-Up
Latest Video
Headge Model: What Happened Next? A Century Of Market Scenarios
The day’s talking heads, market moves, and attributed views in one short catch-up.
Watch On YouTubeMoved Since Yesterday
Sonders · Growth Nominal retail sales bounced back in August, rising 6% year over year and signaling firmer consumer demand through late summer.
Reznicek · SPY The S&P 500’s post-press-conference dip does not reflect conviction from stronger sellers, leaving the near-term market structure inconsistent with a bearish outlook.
Dale · Fed Policy Fed policy likely requires two to four additional rate hikes to return to neutral, with markets expecting three hikes over the next 12 months.
Kochuba · Positioning & Vol Equity-market volatility could finally produce a 3% move tomorrow, ending a 337-day stretch without a move of that magnitude.
Gromen · TLT Long bonds face selling pressure as meaningfully larger prospective federal deficits increase through war spending or Fed rate hikes rather than cuts.
DiMartino Booth · Fed Policy Fed dissent could emerge in favor of holding rates at this meeting, as one-off price drivers distort core PCE and housing-sales expectations deteriorate.
Timmer · Earnings Semiconductor earnings growth appears near its peak, leaving investors wary of an impending slowdown despite reasonable valuations and range-bound prices.
Where They Diverge
Words
Headge Model
Open The ModelAfter a move like this, what happened next? Load a scenario or a talking head's view and read what followed across every asset class, in a century of monthly data.
Method
How Headge Works
- 01
Discover
Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.
- 02
Place
Each directional claim lands on one topic, with a horizon and a source. If it cannot be placed confidently, there is No View — not a guess.
- 03
Read
Start with Latest, then the 1 Week, 1 Month, and 1 Year horizons. Open a portrait for the analyst, or a summary for the topic.
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Source-Backed
Every view links to the original post or the exact YouTube moment.
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Closed Catalog
A view occupies one named topic. Headge does not invent a new one to make it fit.
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Mix Is a Count
Bull, Neutral, and Bear are tallies of unique analysts, not a house call.
Questions
- What Is Headge?
- Headge is a daily catch-up of talking heads. It turns public YouTube videos and X posts from tracked market analysts into short, attributed, source-backed views on a closed catalog of topics, so a reader can see who said what, on which market, in which direction, and over which horizon, in about fifteen minutes.
- Where Do the Views Come From?
- Every view comes from a public source: a YouTube video or an X post by the analyst. Headge transcribes or reads the source, places each directional claim on one topic with a horizon, and links back to the original post or the exact video moment. If a claim cannot be placed confidently, the outcome is No View, never a guess.
- Is Headge Investment Advice?
- No. Views are machine paraphrases of what an analyst said in public, attributed to that analyst. Headge has no house view, does not say buy or sell, and does not rank or grade analysts. Paraphrases can be wrong, so check the source before acting on anything.
- What Do Mix and Sentiment Mean?
- Mix is a count of unique analysts who are Bull, Neutral, or Bear on a topic, not a consensus. Sentiment is how strongly an analyst stated a claim, shown as Weak, Moderate, or Strong. Both are counts and means of attributed views, never a score Headge assigns to the market.
- How Fresh Are the Views?
- Sources are ingested through the day and each view carries the time it was recorded. A view stays on the board until the analyst restates or changes it, and it is marked stale after five days. The Front, Latest, and topic pages show the latest view per analyst, topic, and horizon.
- Can an AI Agent Read Headge?
- Yes. The same attributed views are available compact and citable at /for-agents, /llms.txt, /api/agents, and over MCP at /mcp, in Markdown for models and JSON for scripts.