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 that the Bank of England and European Central Bank are considering hiking interest rates as soon as June to address inflation triggered by the Middle East conflict. This neutral stance on inflation is supported by the claims highlighting the central banks' consideration of rate hikes in response to conflict-driven inflation.
High confidence
The claim bundle indicates that President Trump's naval blockade on Iran is causing concerns about the Strait of Hormuz not reopening soon, which could impact global oil supply and market sentiment.
High confidence
The claim bundle discusses tech earnings and the S&P500 hitting a record, as well as Wayfair CFO Kate Gulliver discussing earnings on Bloomberg Businessweek Daily. This neutral stance on the sector is supported by the claims highlighting the discussion of earnings and market performance.
High confidence
The claim bundle suggests a neutral stance on Big Tech, particularly Microsoft (MSFT), due to their aggressive pullback over the last quarter and the risks associated with increasing AI CapEx spending. Kevin Green advises monitoring these companies closely.
High confidence
The claim bundle suggests a neutral stance on the impact of the upcoming FOMC interest rate decision, as Kevin Green does not expect current Fed Chair Jerome Powell to provide much information on rate guidance.
High confidence
The claim bundle highlights the increasing integration of AI into various aspects of technology and the long-term trend of substantial AI spending. It suggests that companies enabling AI are safest from disruption, indicating a neutral stance on the sector as it adapts to these changes.
High confidence
The claim bundle highlights the importance of the Federal Reserve's interest rate decision and the earnings of major technology companies (Mag 7) in influencing market sentiment. Both factors are significant movers in the trading session, with the Fed's decision impacting Jerome Powell's standing within the FOMC and the Mag 7 earnings affecting the performance of big tech equities.
High confidence
The claim bundle suggests that the Federal Reserve's interest rate decision will have significant implications for Jerome Powell's legacy and add pressure to a Trump administration seeking lower gas prices. Danielle DiMartino Booth discusses these expectations and the potential impact on Powell's role within the FOMC.
High confidence