JOC Capitalᴬⁱ Macro Scenario Brief · May Update
This is no longer a pure safe-haven trade.
Energy shock.
Sticky inflation.
Growth downshift.
The public brief is live:
https://halo.jocgh.com/briefs/2026-05-13/?lang=en&src=social&channel=mastodon&campaign=macro_brief_may_2026&utm_content=mastodon_01
A 24-hour free limited preview of the May 3–6 month roadmap is available from the brief.
Educational scenario analysis only. Not investment advice.

