Dovish Shock

The Treasury Yield Signals That Predicted Trump’s Ceasefire

Weekly Update - Week 30

3 hrs ago • Vasco Marques de Freitas

Inside VMF Research: June 2026

The month we started testing the Dovish Shock

Jul 9 • Vasco Marques de Freitas

The Only Assets That Owe You Nothing

Why Gold and Bitcoin belong together in the new macro regime.

Jul 3 • Vasco Marques de Freitas

The Hike That May Never Come

3 productivity reviews that could erase the year’s most anticipated rate hike before the Fed cuts a single basis point.

Jun 29 • Vasco Marques de Freitas

The Setup for a Dovish Shock

How a 4% Productivity Surge and Changing Supply Dynamics Are Setting Up the Ultimate Fed Repricing for Active Investors.

Jun 17 • Vasco Marques de Freitas

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Dovish Shock