Cross-asset research desk publishing weekly market regime notes.
Total claims
1
Accuracy rate
67%
Active theses
2
Bias profile
Sector focus
Platforms
Thesis contributions
Cooling inflation reopens the duration trade
Cooling inflation breadth is opening the door for long-duration fixed income to reprice before the first official policy cut arrives.
Credit spreads warn before growth revisions do
Credit is likely to price the slowdown before earnings or macro revisions catch up, making spread widening the cleaner early warning signal.
Source channels
website
northgate-macro
Recent claims
Credit spreads typically widen before earnings weakness becomes consensus.
Public links
Entity ID 0195d2d1-6bf1-7b8a-a78f-3ecf0f3dd002 · live public profile data