/// FINANCE FRONTIER · Sunday, May 17, 2026 ET
Live as of 8:20 pm ET · 6 macro indicators tracked daily
Data sources : FED H.15, BIS, exchange feeds. Updated each market session close. Not investment advice.
Long-form deep dives, this week
Source : EU SFDR Q2 2026 + Morningstar
EU SFDR Article 9 dark green funds Q2 2026 forces 38% downgrade to Article 8.
Source : 13F filings Q1 2026 + Bloomberg
BlackRock IBIT + Fidelity FBTC year 2 flows reveal pension allocation 0.3-0.7% emerging.
Source : NVCA Q1 2026 + Pitchbook
Record VC dry powder 328B + Series A count Q1 2026 lowest since 2013.
Recent publications cited in FFN analyses. Updated weekly.
All citations link to original primary sources. FFN does not aggregate secondary commentary.
Primary sources tell stories the financial press summarizes wrong. The FED dot plot says one thing, market pricing another - and the gap is where edge lives. Every Tuesday I publish what the data actually shows, not what consensus needs it to mean.
Latest 12 deep dives · sorted by publication date
PCE deflator stickiness + labor hoarding + housing rebound = rates higher for longer NOT cuts as priced.
After 15yr passive dominance, market concentration top-7 mega caps creates active opportunity.
Record dry powder 2.6T but deal volume Q1 2026 -47% YoY.
EU SFDR Q2 2026 forces 38% Article 9 funds to downgrade Article 8.
BlackRock IBIT + Fidelity FBTC year 2 data shows pension 0.3-0.7% emerging.
Record VC dry powder 328B + Series A Q1 2026 lowest since 2013.
HY spreads near 310bps tight by historical standards while default rate ticked 4.2% Q1 2026.
Hyperscaler capex 270B 2026 forecast vs net new revenue 84B.
BOJ policy normalization slow but real-rate diff narrowing.
Secondaries volume 130B 2025 vs NAV markdowns.
Active fixed income ETFs collected 142B 2025 vs passive 87B.
ESG fund flows -28B 2025 net but Article 9 dark green +12B.
Outlets we read and reference
Coverage targets - placement pending. p273 placeholder S96 - real coverage M9+ marketplaces phase.
How Finance Frontier News sources, writes, and discloses
FED transcripts, SEC EDGAR filings, ECB Working Papers, BIS reports, OECD data.
Every article opens with thesis line + supporting chart + 3-data-point summary.
Each analysis publishes numbered bibliography end-of-article. Links permanent.
No paid placements. Occasional broker mentions disclosed inline at point of mention.
No Top 10 Stocks 2026. No marketing language. Headlines stick to analytical assertions backed by data.
Bloomberg + Matt Levine + Tracy Alloway editorial voice. Measured contrarian when data warrants.