Big Picture · Week of 10 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.

Tariffs & Geopolitics

U.S.-Canada trade talks have collapsed, with 50% tariffs on roughly $20 billion of Canadian exports and retaliatory tariffs likely to intensify trade pressure.

Steve Hanke HIGHER

Johns Hopkins. Money supply, currency regimes and inflation forecasting from monetary aggregates.

New Views Today

Latest

Bullish

Editorial Representation of Steve Hanke

U.S.-Canada trade talks have collapsed, with 50% tariffs on roughly $20 billion of Canadian exports and retaliatory tariffs likely to intensify trade pressure.

Editorial Representation of Brent Kochuba

Implied volatility could rise sharply if traders are wrong ahead of Core PCE, $NVDA earnings, and Jackson Hole.

Editorial Representation of Peter Schiff

Canada-US trade tensions have escalated into new 50% tariffs on Canadian goods, increasing tariff pressure that could affect US trading.

Editorial Representation of JC Parets

Fund managers hold just 3.5% of assets in cash, the sixth-lowest cash allocation since 1998, signaling increasingly crowded market positioning.

Editorial Representation of David Keller

Bitcoin’s tactical setup appears compelling as it has declined and begun rotating higher, supporting a potential renewed advance.

Bearish

Editorial Representation of Joseph Wang

Yield curve control could readily suppress long-term Treasury yields, though such Fed action would carry negative implications for the dollar and other markets.

Editorial Representation of Charlie Bilello

The dollar faces continued pressure as investors shift toward alternatives amid larger deficits, rising debt, and sustained money creation.

Editorial Representation of Jeffrey Snider

Private credit firms are quietly shedding risk and seeking protection, signaling balance-sheet stress that could freeze the credit engine in a self-reinforcing downturn.

Editorial Representation of Brian Shannon

Bitcoin has rallied 22% in one week into an important all-time-high anchor, making further near-term upside unlikely despite bullish structure toward 88.

Editorial Representation of Bob Elliott

$RVII's 662bps launch fees, 418bps annual expenses, and 20% incentive fee erode much of the diversified fund's return potential.

1 Week Horizon

And 106 More

1 Month Horizon

And 211 More

1 Year Horizon

And 141 More

Moved Since Yesterday

Editorial Representation of Jim Bianco Bianco · TLT
Jim Bianco
BULLISH BEARISH Week

Long Treasury prices face further pressure because yields are powering higher even with oil well below its spring highs, indicating forces beyond crude are driving rates.

Editorial Representation of Jeffrey Snider Snider · USO
Jeffrey Snider
BULLISH BEARISH Month

Crude oil faces further downside as China’s crude imports fell 41% year over year and refinery runs hit their lowest level since March 2020.

Editorial Representation of Brian Shannon Shannon · BTC
Brian Shannon
BULLISH BEARISH Week

Bitcoin has rallied 22% in one week into an important all-time-high anchor, making further near-term upside unlikely despite bullish structure toward 88.

Editorial Representation of Brian Shannon Shannon · SPY
Brian Shannon
BEARISH BULLISH Week

The S&P 500 pullback has reached a support zone and could confirm a low Monday afternoon into Tuesday, then make a higher high.

Editorial Representation of Jim Bianco Bianco · Growth
Jim Bianco
BULLISH BEARISH Year

Lower interest rates would not produce 12% to 15% US growth, since interest rates are driven by inflation, growth expectations, and bond issuance.

Editorial Representation of Lance Roberts Roberts · TLT
Lance Roberts
BEARISH BULLISH Month

Treasury’s expanded long-end buyback capacity can support bond prices and potentially prevent long-term yields from rising too quickly amid an abnormal rate environment.

Editorial Representation of Jim Bianco Bianco · USO
Jim Bianco
BEARISH BULLISH Month

Distillate shortages from reduced Russian refinery output and halted diesel exports are keeping European gasoil prices soaring, with Russia-Ukraine disruptions increasingly important for energy markets.

Editorial Representation of Brent Kochuba Kochuba · Positioning & Vol
Brent Kochuba
NEUTRAL BULLISH Week

$QQQ traders remain in a bullish stance despite a 3% weekly decline, while elevated QQQ implied volatility reflects next week’s NVDA, PCE, and Jackson Hole events.

Where They Diverge

TLT
Inflation
Fed Policy
Fiscal & Treasury
Growth
SPY

Words

InflationTreasuryGoldMarketDollarYieldsDebtPricesFedBitcoinGrowthOilDespiteS&PEconomyPressureLongRisingRatesStocksEarningsPolicyAboveLiquidityBondsNear-TermYieldBondRiskMarketsFederalDaySpendingTowardBullishDemandHighs

Method

How Headge Works

  1. 01

    Discover

    Talking heads publish on their own YouTube channels and X handles. Headge credits the speaker, never the venue that hosted them.

  2. 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.

  3. 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.

  • Source-Backed

    Every view links to the original post or the exact YouTube moment.

  • Closed Catalog

    A view occupies one named topic. Headge does not invent a new one to make it fit.

  • Mix Is a Count

    Bull, Neutral, and Bear are tallies of unique analysts, not a house call.