State of the MacroLookup · not a scorecard

Index July August BTC bear September Q3 draft Glossary

Glossary

Your 11 points, then our ticket codes. Live scores stay on the monthlies and on Q3 §C — this page does not re-score them.

Not trade advice — not a buy list

Four families

Every partner page repeats this in Notes. English first; the code is the ticket we grade next time.

How to read a code when you hit one
FamilyWhat it is
Your 11The numbered list you sent (16 Jun). Each monthly scores it in §00.
WLWatchlist — our split of that list. Your #1 is three rows (CPI, real rates, Warsh). Live status: Q3 §C.
P-YYYY-MM-NNNamed watch for the next monthly. Same ID is graded in that month’s retro — never silently rewritten.
MQOpen question. English is the question; the code is the ticket. Register: Q3 §G.

Your 11 → WL

We split a point when it is more than one testable signal. Codes in parentheses are ours, not a rename of your wording.

Standing list 2026-06-16
YoursWhat you askedOur codes
1Warsh / Fed tone, trimmed CPI, real ratesWL-01 trimmed/median CPI · WL-02 real 10y · WL-03 Warsh tone
2M2 vs 7% · Fed/Treasury sheetWL-04 M2 YoY · WL-05 WALCL
3OASI / HI depletion clocksWL-06
4Debt/GDP · $39.2T · net interest ÷ outlaysWL-07 debt/GDP · WL-08 gross debt · WL-09 interest/outlays (figure withdrawn)
5Gold vs debasement · CB buyingWL-10 CB gold · WL-11 gold vs drivers
6Is BTC following gold with a lag?WL-12 corr + lag · WL-13 BTC vs inflation
7Sudden uptick → gold/BTCWL-14 (derived)
8“Run it hot” to erode the debtWL-15 · MQ-07
9US productivity as the escapeWL-16
10CLARITY Act timingWL-17
11China bottomingWL-18

Also on this Q3 page

Theme 1 labour/receipts and Case-Shiller appear in the live watchlist. They are not a twelfth point of yours.

On Q3 §C this edition — not a dump of the full desk register
CodeEnglish
WL-19Nonfarm payrolls
WL-20Employment cost
WL-21Prime-age participation
WL-22Federal receipts
WL-25Case-Shiller national

Desk IDs in the essay

Expanded in the sentence on first use. Not a buy list.

Codes that appear on the Q3 draft or the special report
CodeEnglish
B1–B6Scenario bands on the quarterly (near-term through 2030 escape). Likelihood words only.
HYP_022BTC as a lagged gold proxy — the §D test.
SCN-01Same test, scenario register name.
CAT-002Oct/Nov macro-bottom window on the special report.

Live scores: August monthly · Q3 §C. This page is a lookup, not a second tape.

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