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.

Latest View Inflation

Core inflation faces an upward bias as cyclical employment growth accelerates, increasing the risk it remains above target for longer.

Eric Basmajian HIGHER

Sentiment Graph

Last 30 Days
Today
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

Latest

Bullish

Editorial Representation of Eric Basmajian

Core inflation faces an upward bias as cyclical employment growth accelerates, increasing the risk it remains above target for longer.

Editorial Representation of Luke Gromen

Skyrocketing shipping costs from war and energy disruptions are secularly inflationary, with stronger effects expected through year-end and the first half of next year.

Editorial Representation of Adam Mancini

The S&P 500 held 7,595 support and reached 7,627, 7,637, and 7,650 targets during the session, supporting continued upside momentum.

Editorial Representation of Steve Hanke

Trump’s tariffs, war on Iran, and a surge in US Divisia M4 have revived bond vigilantes, signaling greater pressure from deficits and Treasury issuance.

Editorial Representation of Charlie Bilello

Inflation has persisted despite 175 basis points of Fed rate cuts since September 2024, with the 10-year Treasury yield rising from 3.7% to above 5%.

Bearish

Editorial Representation of Lance Roberts

Equity valuations imply annualized returns of just 0% to 2% over the next 10 to 20 years, consistent with low-return secular bear-market periods.

Editorial Representation of Jason Shapiro

Copper is at an extreme crowded-long level, with producers selling aggressively and downside risk outweighing opportunities in other commodities.

Editorial Representation of David Keller

$SPY’s short-term trend model has turned negative for the fourth time since the March 2026 low, raising the possibility that this decline differs from prior buyable dips.

Editorial Representation of Mohamed El-Erian

US 10-year Treasury yields have crossed 5%, with the move higher even more dramatic in higher-beta G7 sovereign bonds.

Editorial Representation of Brian Shannon

The 10-year yield is headed toward 5%, implying lower long-duration Treasury prices during the near-term trading horizon ahead.

1 Week Horizon

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1 Month Horizon

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1 Year Horizon

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Daily Catch-Up

3 Videos

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.

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1 Of 3

Moved Since Yesterday

Editorial Representation of Eric Basmajian Basmajian · Inflation
Eric Basmajian
BULLISH NEUTRAL Year

Inflation and total debt-to-GDP remain exactly where they stood before 2020, indicating no net change from the pre-pandemic baseline.

Editorial Representation of Keith McCullough McCullough · TLT
Keith McCullough
BEARISH BULLISH Week

The yield curve has flattened as anticipated alongside a high inflation nowcast, implying lower long-duration Treasury yields relative to short rates.

Where They Diverge

TLT
AI
Fed Policy
Inflation
SPY
GLD

Words

MarketInflationTreasuryGoldFedPricesOilDollarYieldsRatesDespitePressureBitcoinEarningsPolicyNear-TermRateLongGrowthS&PEconomyRisingBondsMarketsSpendingYieldStocksDebtPriceAboveSignalingStockSupportingTowardRiskFederalLiquidityHousingPosition

Headge Model

Open The Model

After 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

  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.

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.