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.
Oil has not resumed flowing out of GCC countries despite US claims, signaling continued supply disruption and upward pressure on crude prices.
Steve Hanke BEARISH
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
Treasuries yielding nearly 5% challenge the bearish bond narrative, supporting long-duration bonds as a more attractive risk-adjusted alternative to stocks.
US federal spending reached $6.8 trillion against $4.8 trillion of receipts in the first 11 months of fiscal 2026, leaving a large deficit.
Energy prices could spiral higher if the Fed avoids rate hikes or cuts rates, subsidizing demand amid constrained diesel supply.
Bearish
Oil has not resumed flowing out of GCC countries despite US claims, signaling continued supply disruption and upward pressure on crude prices.
Core CPI lacks sustained second-round effects because broad demand is weak, despite energy-driven headline pressure and August shelter-price acceleration.
Consumer sentiment sank to 47.8 in September from 51.7 in August, signaling a worsening outlook for household confidence and economic growth.
1 Week Horizon
Hanke · USO Snider · SHY Snider · Fed Policy
Shannon · SPY Shannon · NFLX Shannon · TLT Shannon · IWM Shannon · META Shannon · MRNA Shannon · QQQ
Reznicek · TLT
McCullough · TLT
Keller · USO McCullough · TXG Keller · Positioning & Vol
Mancini · SPY Schiff · TLT Keller · SPY Roberts · Fed Policy Schiff · Fed Policy
Steno Larsen · SPY Steno Larsen · USO Steno Larsen · DXY
Sonders · Fed Policy1 Month Horizon
Snider · Inflation Snider · TLT Snider · USO Roberts · TLT Schiff · Growth Shannon · XLE Shannon · MAGS Shannon · SPY Snider · LABOR Bianco · USO Bianco · Fed Policy Bianco · Earnings Bianco · ANTW Bianco · SPY Bianco · TLT
Elliott · Inflation Roberts · LABOR Roberts · Growth Roberts · Fed Policy Roberts · Inflation
Gromen · GLD Keller · Inflation Keller · Earnings Keller · USO Core CPI lacks sustained second-round effects because broad demand is weak, despite energy-driven headline pressure and August shelter-price acceleration.
1 Year Horizon
Snider · Growth Snider · Recession Risk Snider · LABOR Schiff · Inflation Bilello · Fiscal & Treasury Bianco · Tariffs & Geopolitics Bianco · Inflation Bianco · Fiscal & Treasury Bianco · SLV Bianco · GLD Gromen · Inflation Keller · TLT Roberts · Liquidity Schiff · Fed Policy Bilello · Inflation
Lee · BTC Schiff · Fiscal & Treasury Schiff · TLT Hanke · USO Roberts · Earnings Roberts · SPY Roberts · TLT Bilello · Housing
Shapiro · Fiscal & Treasury US growth faces worsening demand destruction as persistent energy costs curb consumer spending, pressure smaller businesses, and spread from fuel consumption into the broader economy.
Daily Catch-Up
Latest Video
Oil Over $100. The Ten-Year at 4.9%
The day’s talking heads, market moves, and attributed views in one short catch-up.
Watch On YouTubeMoved Since Yesterday
Roberts · TLT 10-year Treasuries yielding 4.7% to 4.8% offer pensions and insurers an attractive income alternative, likely drawing allocations away from equities.
Keller · Positioning & Vol Market breadth has deteriorated over the past week as daily decliners rose to roughly 73% while the S&P drifted lower.
El-Erian · TLT The 10-year Treasury yield has climbed to 4.90% after PPI and initial jobless claims matched consensus, as markets had sought softer readings.
Kochuba · SPY The S&P 500 could shift from grinding lower to dropping lower over the next week if oil continues rising, with 7,600 the key level.
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.