Description: Markets are quietly flipping regimes and most people are still staring at the wrong charts. Growth is accelerating inflation is cooling and risk assets are moving before the narrative catches up.

We’ll talk about:

• Why the current macro outlook for 2026 looks more like early expansion than late cycle
• How small caps cyclicals and transports are signaling a regime shift most investors are missing
• Why Bitcoin and crypto are lagging risk assets and why that’s often bullish not bearish
• What upcoming CPI and labor data could mean for Fed policy and risk positioning going forward

Keywords: macro outlook, 2026 markets, Goldilocks economy, Bitcoin, crypto market, Federal Reserve, CPI, Dow Theory, risk assets, growth vs inflation