Intelligence that moves before the market does
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What is Perspicacity
A daily brief that reads the market
so you don't have to.
Every morning at 7am EST, Perspicacity synthesizes overnight macro developments, central bank signals, and geopolitical shifts into ranked signals — each with a clear directional view and upcoming catalyst. Configured around the themes and geographies that matter to you.
How it works
01
Configure your brief
Select the macro themes, geographies, and language style that match your strategy. Perspicacity filters everything else out.
02
Receive your brief
At 7am EST, ranked signals arrive in your inbox and on your dashboard — each sourced, analyzed, and ready to act on.
03
Track your thesis
Every signal is stored in your archive. Watch how themes evolve, track catalyst outcomes, and build a picture of the market over time.
Sample signal
01
Fed & Rates Bearish — Significant
Warsh's inaugural FOMC signals a rate hike bias — the dovish pivot trade is dead.
High
Source
Fed holds but dot plot signals hike remains live — CNBC Economy, Jun 18 2026
• FOMC held rates steady but the dot plot's median sits a quarter-point above the current target range
• Warsh abstained from submitting his own rate forecast — markets reading this as asymmetrically hawkish
• Front-end rates repricing immediately — 2Y Treasury most sensitive to this shift
This matters because when the Fed signals a hike is still live while the market had priced in cuts, the entire interest rate landscape reprices — bonds fall, growth stocks get hit, and cash becomes more attractive than it's been in years.
Watch for reversal if: Warsh delivers an unambiguous public commitment to hold, or June CPI prints below 2.5%.
Catalyst: Next Fed speaker appearance — any public rate guidance from Warsh would be the decisive data point.
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