Visual companions to the
Capital Cycle Letter.
Each chartbook presents the key
charts, market structure signals
and cycle evidence behind the
monthly CCI narrative.
Published: October 2026
A visual review of the key liquidity, growth, credit and market structure charts shaping the current capital cycle.
Review the prior monthly chartbook and the key evidence behind the capital cycle assessment.
Published: August 2026
A visual review of the charts and signals shaping the earlier capital cycle outlook.
The Letter explains the message.
The Chartbook shows the evidence.
Together they allow members to read the narrative, review the charts and
understand how CCI reached its monthly assessment.
Markets move quickly.
Charts help slow the process down.
The Capital Cycle Chartbooks are designedto help members observe the evidence clearly before reacting to market noise.