Access every edition of the Capital Cycle Chartbook and study the visual evidence behind liquidity, growth, credit and market structure throughout the capital cycle.
Markets leave clues before
they leave headlines.
The archive allows members to revisit historical chartbooks, track how key macro indicators evolved through time and compare how conditions changed from one month to the next.
Together, these chartbooks form a visual record of the Capital Cycle and the evidence behind every CCI market assessment.
October 2026
Mature Expansion
The Uneven Expansion
September 2026
Mature Expansion
The Expansion Holds, But The Cost of Sustaining it is Rising
August 2026
Mature Expansion
Liquidity is Available, Transmisison is Being Tested
July 2026
Mature Expansion
Liquidity Still Leads, Confidence is Being Tested
June 2026
Expansion Under Pressure
Liquidity Leads While Confidence Is Tested
May 2026
Constrained Expansion
Liquidity Holds, Energy Pushes Back
April 2026
Fragile Expansion
Testing For Confirmation