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.
Crude oil shortages are moving upstream amid widespread geopolitical chokepoints, supporting continued gains after soaring prices and a long-standing long oil position.
Steve Hanke 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
Crude oil shortages are moving upstream amid widespread geopolitical chokepoints, supporting continued gains after soaring prices and a long-standing long oil position.
The stock market is unlikely to suffer the widely anticipated selloff on Monday, favoring a near-term upside or resilient response instead.
The Fed should not raise rates because a likely one-off decline in wireless phone services inflation does not justify tightening policy.
Bearish
US discretionary spending and construction outlays are weakening, signaling consumers and businesses expect softer demand and a deteriorating economic outlook.
Passive investing is the most important factor in market price behavior today and could ultimately end very badly.
Fed funds futures price a 25-basis-point hike at roughly 87%, making a hold at Wednesday’s FOMC meeting a significant surprise.
1 Week Horizon
Parets · SPY Hanke · USO
El-Erian · Fiscal & Treasury El-Erian · USO El-Erian · Fed Policy Ciovacco · Fed Policy
Roberts · Positioning & Vol
Mancini · SPY
Reznicek · USO Reznicek · SPY Reznicek · TLT Reznicek · Fed Policy Snider · SHY Snider · Fed Policy
Shannon · SPY Shannon · TLT Shannon · META Shannon · NFLX Shannon · IWM Shannon · QQQ Shannon · MRNA
McCullough · TLT
Keller · USO McCullough · TXG1 Month Horizon
Hanke · USO Lee · Fed Policy
Wang · USO Wang · TLT Wang · Tariffs & Geopolitics Hanke · TLT Snider · Growth Roberts · TLT Parets · XLP Parets · SPY
Bianco · Fiscal & Treasury Bianco · Fed Policy Bianco · Liquidity Hanke · Inflation Snider · USO Snider · TLT Snider · Inflation
Schiff · Growth Shannon · XLE Shannon · MAGS Shannon · SPY Snider · LABOR Bianco · USO Bianco · TLT Crude oil shortages are moving upstream amid widespread geopolitical chokepoints, supporting continued gains after soaring prices and a long-standing long oil position.
1 Year Horizon
Basmajian · Fed Policy Wang · Fed Policy Wang · Inflation Lee · NVDA Lee · AI Lee · XLK Roberts · TLT Roberts · SPY Green · Positioning & Vol
Elliott · USO Basmajian · Inflation Hanke · Inflation Parets · AI Ciovacco · SPY Snider · Growth Snider · Recession Risk Snider · LABOR Schiff · Inflation
Bilello · Fiscal & Treasury Bianco · Fiscal & Treasury Bianco · GLD Bianco · Tariffs & Geopolitics Bianco · Inflation Bianco · SLV Real Fed funds rates may end this expansion below zero again, making the post-2008 negative-real-rate regime look like a durable norm rather than an exception.
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
Bianco · Fed Policy Fed policy is easing and continuing to support commodity demand, matching prior periods that featured over-easing cycles and widespread commodity gains.
Hanke · USO Oil has not resumed flowing out of GCC countries despite US claims, signaling continued supply disruption and upward pressure on crude prices.
Snider · TLT Long-term Treasury yields are likely to remain constrained relative to rising short rates as the yield curve continues flattening and risks reinversion.
Keller · USO Crude oil is flashing a dark cloud cover bearish reversal pattern after this week’s strong rally, implying short-term weakness into next week.
Bianco · TLT Long-term Treasury yields could decline or peak if the Fed raises rates and adopts a more forceful stance against inflation.
Basmajian · LABOR Residential construction employment has weakened more gradually because declining homebuilder profit margins absorbed much of the housing downturn's pressure instead of large-scale layoffs.
El-Erian · Fed Policy Market expectations for a Federal Reserve rate hike next week increased above 80% after August core inflation exceeded expectations and yields rose.
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.