Research
Long-form intelligence reports and weekly briefs organized by the systems they explain.
Showing 1–4 of 4 Macro Liquidity publications
IRS Tax Refund Policy Changes and Their Impact on Capital Flows and Digital Assets Over the past 72 hours, new IRS guidelines regarding paper check phase-out and direct deposit requirements have been announced, alongside updates on refund delays and filing season statistics,…
IRS Tax Refund Policies and Macro Data Impact on 2026 Filing Season Liquidity Over the past 72 hours, recent IRS policy updates and macro data releases have increased search activity related to tax refunds, reflecting heightened awareness of 2026 filing season changes…
IRS Tax Refund Trend Highlights Policy Changes Impacting Liquidity and Refund Delivery Methods Over the past 3 weeks, search activity related to IRS tax refunds has increased, driven by policy shifts including the phase-out of paper checks and new refund guidance under…
Doberman VC — Research Note Topic: Federal Reserve Rate Decisions — Trading Signals & Cross-Asset Positioning Around FOMC Meetings Date: October 2, 2025 Executive Summary Market consensus for the October 28–29 FOMC is a –25bps cut, with OIS/fed funds futures showing >90%…
