Quantdata Intelligence
Quantdata Intelligence — macro that calls it before the print, not after.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 81 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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quantdata.substack.comLatest Issues
Monday Marks
The open calls
No rate hike in 2026. Registered in June, when hike expectations were a fringe position. The market now prices roughly 60 percent odds of a September hike and, per Bloomberg’s summary of money markets, sees at least one h...
Reform First, Action Later
How we scored, stated first
Thursday’s letter published our expectations before the chair spoke, so the grades come first, the good and the bad together.
We said he would not touch the long end of the bond market. That call was...
The Instruments
Quantdata Intelligence · Thursday 27 August 2026 · read before the move
The Instruments
The gauges that steer the world’s largest economy are being corrected at double last year’s pace, and the inflation gauge is the worst of them. The...
Grading Week
Everyone on this tape spent August making claims. The Treasury Secretary said temporary, and peak deficit. The Fed’s own minutes said the AI buildout is in the inflation. Nvidia told its customers prices are going up. This desk said the rel...
Last Week Tonight
One television interview fired a risk condition this desk had registered in print two days earlier, corrected three markets, claimed a seat at the Fed's table, and asked corporate America to leave the government's maturity. The auctions vot...
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Subscribers, engagement, traffic and sponsorship for Quantdata Intelligence.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Quantdata Intelligence — macro that calls it before the print, not after. Macro, the Fed, and the AI complex, called before the print and graded after. Written by a portfolio manager. Every call pre-registered, every result logged.
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