Browse live theses from the public API, filter by family or direction, follow the evidence behind every call, and pivot into your saved watchlist when you want a tighter research queue.
Filter by thesis family, direction, regime dependency, or confidence level.
The claim bundle indicates a significant increase in US orders for business equipment in March, with core capital goods orders jumping 3.3%. This is the most substantial increase since mid-2020, suggesting a bullish outlook for economic growth.
High confidence
The claim bundle suggests that the U.S. economy is experiencing a structural uptrend in productivity growth, driven by AI diffusion, which is now flowing through to earnings in a broad-based manner. This ongoing productivity boom is expected to remain supportive of earnings growth, particularly in sectors with low comparative bases for revenue per employee and operating margins.
High confidence
The claim bundle suggests that the U.S. economy is entering a period of robust growth, supported by structural reforms at the Federal Reserve and the adoption of AI technologies by firms to control costs and drive productivity. This growth is expected to be 50% higher than current consensus estimates throughout 2026-27, with potential upside surprises in corporate earnings and continued support for risk assets.
High confidence
The claim bundle suggests that the current economic slowdown is temporary and will lead to a robust and durable recovery. Factors such as fiscal easing, monetary easing, and substantial deregulation are expected to drive real GDP growth above 3% in 2026-27. Additionally, the Fed's participation in fiscal dominance and the decline in real short-term rates are seen as supportive of this growth narrative. Deregulation is also emerging as a tool to counteract labor-market fragility, support credit creation, and expand housing supply.
High confidence
The claim bundle suggests that growth-friendly policies and a weaker U.S. dollar are expected to support risk assets, including equities and currencies, by increasing global liquidity and reaccelerating the U-shaped U.S. economy.
High confidence
The claim bundle suggests that strong Q4 profit measures, coupled with companies leveraging AI and productivity tools to combat margin compression, indicate a bullish outlook for equities, particularly in the long term.
High confidence
The claim bundle indicates that US retail sales for March are expected to surge to 1.3% month-on-month, largely due to higher expenditure on gasoline. This suggests a positive trend in consumer spending and economic growth.
High confidence
The claim bundle suggests that Wall Street firms are increasingly investing in Mumbai to capitalize on India's financial boom, which is driving growth in the real estate sector. However, this influx is also causing conflicts with local communities over land, introducing a neutral aspect to the situation.
High confidence