{ "schema": "seiche.analytical-feed.v1", "product": "seiche", "generated_from": "/dispatches/index.json", "entries": [ { "schema": "seiche.analytical-story.v1", "evidence_contract": "lab-evidence-envelope/v1", "id": "seiche:2026-08-12-daily", "product": "seiche", "slug": "2026-08-12-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-12-daily.html", "headline": "SRF accepted wakes to 0.10 $B overnight: 66.8 sigma on a near-zero base, not a large flow", "dek": "The board reads 45 out of 100, EROSION; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.1%; plumbing leads market pricing by +31 percentile points. The index is +0.0 against the last published letter.", "beat": "dollar-funding-plumbing", "editorial_class": "full_story", "publication_status": "PUBLISHED", "published_at": "2026-08-12T11:43:48Z", "clocks": { "event_time": "2026-08-11T00:00:00Z", "source_publication_time": null, "knowledge_time": "2026-08-12T11:43:48Z", "publication_time": "2026-08-12T11:43:48Z", "source_publication_status": "NOT_UNIFORMLY_COLLECTED" }, "original_contribution": { "kinds": [ "fresh_longitudinal_delta", "cross_signal_divergence", "dated_forward_test" ], "statement": "Seiche's contribution is the change against its accrued point-in-time record, its funding-system attribution and the dated test that follows; raw public prints are evidence, not the finished analysis.", "exclusive_fact_claimed": false }, "newsworthiness": { "score": 70, "decision": "full_story", "factors": { "fresh_observed_print": 30, "material_composite_change": 0, "regime_transition": 0, "cross_signal_divergence_change": 15, "dated_forward_test": 10, "evidence_coverage": 10, "context_braid": 5, "fault_penalty": 0 }, "rule": "a full story needs a fresh measured change and at least 55 points; levels, persistence and quiet tapes remain labelled briefs or watch notes" }, "claims": [ { "evidence_status": "DERIVED", "statement": "Seiche's composite reads 44.7 in EROSION.", "metric": { "label": "Seiche composite", "value": 44.7, "unit": "index points", "coverage_pct": 100.0 }, "method_url": "https://seiche.info/methodology.html" }, { "evidence_status": "OBSERVED", "statement": "A fresh SRF accepted print entered the mover set.", "metric": { "label": "SRF accepted", "value": null, "unit": "$B", "robust_z": 66.77, "as_of": "2026-08-11" }, "source_url": "https://api.seiche.info/api/series/index.json" }, { "evidence_status": "OBSERVED", "statement": "A fresh 2y Treasury constant maturity yield print entered the mover set.", "metric": { "label": "2y Treasury constant maturity yield", "value": null, "unit": "%", "robust_z": 2.98, "as_of": "2026-08-10" }, "source_url": "https://api.seiche.info/api/series/index.json" } ], "evidence_braid": { "primary_product": "seiche", "relationships": [ { "product": "palimpsest", "relation": "topic-surface-only", "context_only": true, "used_in_score": false, "source_url": "https://palimpsest.info/readings/newsroom-latest.json", "as_of": "2026-08-12", "backtestable": false, "status_note": "ACCRUING — 39/250 daily obs; context only until then (never in the composite, never a model feature)", "readings": [ { "signal": "fear", "label": "Deletion-threat (top-term score)", "value": 1.24, "unit": "score", "as_of": "2026-08-12", "observations": 39, "change_vs_prior_10_median": -0.19 }, { "signal": "n_new", "label": "Newly censor-targeted terms", "value": 15.0, "unit": "terms/day", "as_of": "2026-08-12", "observations": 39, "change_vs_prior_10_median": -4.0 }, { "signal": "gfi", "label": "Generative Firewall Index", "value": 21.0, "unit": "0-100", "as_of": "2026-08-12", "observations": 38, "change_vs_prior_10_median": 3.0 } ] } ], "cross_product_score": null }, "countercase": [ { "claim": "SOFR is 2.8bp below IORB, a current abundance signal rather than a scarcity print.", "asof": "2026-08-05", "source": "NY Fed secured rates and Federal Reserve IORB" }, { "claim": "Standing Repo Facility take-up is $0.10B; the backstop is not being tested in size.", "asof": "2026-08-11", "source": "New York Fed operations" }, { "claim": "Market stress sits at only the 30th percentile of its own history.", "asof": "2026-08-10", "source": "VIX, credit spreads and rates volatility" } ], "sealed_call": null, "adjudication": { "status": "NOT_APPLICABLE_TO_THIS_STORY" }, "limitations": [ "The composite is a Seiche derivation, not an observed market price.", "Source publication time is not yet collected uniformly; event, desk-knowledge and publication clocks remain separate.", "Related Palimpsest readings are context-only and never enter the composite or a model feature." ], "claim_fingerprint": "10e786e05e8d2d5277b44355efbdc556e94d2408f5b08c8b890ef88a01fc9a52" }, { "schema": "seiche.analytical-story.v1", "evidence_contract": "lab-evidence-envelope/v1", "id": "seiche:2026-08-11-daily", "product": "seiche", "slug": "2026-08-11-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-11-daily.html", "headline": "S&P 500 index sits at 7,753.11 pts, +2.5 sigma from its own median: a level, not a move", "dek": "The board reads 45 out of 100, EROSION; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.3%; plumbing leads market pricing by +39 percentile points. The index is +0.1 against the last published letter.", "beat": "dollar-funding-plumbing", "editorial_class": "full_story", "publication_status": "PUBLISHED", "published_at": "2026-08-11T16:30:05Z", "clocks": { "event_time": "2026-08-10T00:00:00Z", "source_publication_time": null, "knowledge_time": "2026-08-11T16:30:05Z", "publication_time": "2026-08-11T16:30:05Z", "source_publication_status": "NOT_UNIFORMLY_COLLECTED" }, "original_contribution": { "kinds": [ "fresh_longitudinal_delta", "cross_signal_divergence", "dated_forward_test" ], "statement": "Seiche's contribution is the change against its accrued point-in-time record, its funding-system attribution and the dated test that follows; raw public prints are evidence, not the finished analysis.", "exclusive_fact_claimed": false }, "newsworthiness": { "score": 70, "decision": "full_story", "factors": { "fresh_observed_print": 30, "material_composite_change": 0, "regime_transition": 0, "cross_signal_divergence_change": 15, "dated_forward_test": 10, "evidence_coverage": 10, "context_braid": 5, "fault_penalty": 0 }, "rule": "a full story needs a fresh measured change and at least 55 points; levels, persistence and quiet tapes remain labelled briefs or watch notes" }, "claims": [ { "evidence_status": "DERIVED", "statement": "Seiche's composite reads 44.9 in EROSION.", "metric": { "label": "Seiche composite", "value": 44.9, "unit": "index points", "coverage_pct": 100.0 }, "method_url": "https://seiche.info/methodology.html" }, { "evidence_status": "OBSERVED", "statement": "A fresh S&P 500 index print entered the mover set.", "metric": { "label": "S&P 500 index", "value": null, "unit": "pts", "robust_z": 2.51, "as_of": "2026-08-10" }, "source_url": "https://api.seiche.info/api/series/index.json" }, { "evidence_status": "OBSERVED", "statement": "A fresh Canadian dollars per USD (H.10) print entered the mover set.", "metric": { "label": "Canadian dollars per USD (H.10)", "value": null, "unit": "CAD", "robust_z": 2.75, "as_of": "2026-08-07" }, "source_url": "https://api.seiche.info/api/series/index.json" }, { "evidence_status": "OBSERVED", "statement": "A fresh 2y Treasury constant maturity yield print entered the mover set.", "metric": { "label": "2y Treasury constant maturity yield", "value": null, "unit": "%", "robust_z": 2.7, "as_of": "2026-08-07" }, "source_url": "https://api.seiche.info/api/series/index.json" } ], "evidence_braid": { "primary_product": "seiche", "relationships": [ { "product": "palimpsest", "relation": "topic-surface-only", "context_only": true, "used_in_score": false, "source_url": "https://palimpsest.info/readings/newsroom-latest.json", "as_of": "2026-08-11", "backtestable": false, "status_note": "ACCRUING — 38/250 daily obs; context only until then (never in the composite, never a model feature)", "readings": [ { "signal": "fear", "label": "Deletion-threat (top-term score)", "value": 1.71, "unit": "score", "as_of": "2026-08-11", "observations": 38, "change_vs_prior_10_median": 0.27 }, { "signal": "n_new", "label": "Newly censor-targeted terms", "value": 15.0, "unit": "terms/day", "as_of": "2026-08-11", "observations": 38, "change_vs_prior_10_median": -4.0 }, { "signal": "gfi", "label": "Generative Firewall Index", "value": 18.0, "unit": "0-100", "as_of": "2026-08-11", "observations": 37, "change_vs_prior_10_median": -1.0 } ] } ], "cross_product_score": null }, "countercase": [ { "claim": "SOFR is 2.8bp below IORB, a current abundance signal rather than a scarcity print.", "asof": "2026-08-05", "source": "NY Fed secured rates and Federal Reserve IORB" }, { "claim": "Standing Repo Facility take-up is $0.00B; the backstop is not being tested in size.", "asof": "2026-08-11", "source": "New York Fed operations" }, { "claim": "Market stress sits at only the 22nd percentile of its own history.", "asof": "2026-08-10", "source": "VIX, credit spreads and rates volatility" } ], "sealed_call": null, "adjudication": { "status": "NOT_APPLICABLE_TO_THIS_STORY" }, "limitations": [ "The composite is a Seiche derivation, not an observed market price.", "Source publication time is not yet collected uniformly; event, desk-knowledge and publication clocks remain separate.", "Related Palimpsest readings are context-only and never enter the composite or a model feature." ], "claim_fingerprint": "e02bd2e7c18828c89661323f537cb454a731c81612e83d52bbc430c8837f7a97" }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-10-daily", "product": "seiche", "slug": "2026-08-10-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-10-daily.html", "headline": "The Tell holds at +35.0, unchanged against the last letter: plumbing leads price", "dek": "The board reads 45 out of 100, EROSION; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.5%; plumbing leads market pricing by +35 percentile points. The index is +0.0 against the last published letter.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-10T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-10-week-ahead", "product": "seiche", "slug": "2026-08-10-week-ahead", "canonical_url": "https://seiche.info/dispatches/2026-08-10-week-ahead.html", "headline": "The Week Ahead 2: 5 pre-registered calls for the week of 2026-08-10", "dek": "Issue 2 of the Monday letter. The composite reads 45, regime EROSION. 5 pre-registered calls for the week and 5 dated items on the calendar. Last week's calls graded 3 of 4, misses first.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-10T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-09-daily", "product": "seiche", "slug": "2026-08-09-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-09-daily.html", "headline": "The Tell reads +35.0: plumbing at the 62nd percentile of its own history, screens at the 27th", "dek": "The board reads 45 out of 100, EROSION; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.4%; plumbing leads market pricing by +35 percentile points. The index is +0.0 against the last published letter.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-09T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-08-daily", "product": "seiche", "slug": "2026-08-08-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-08-daily.html", "headline": "S&P 500 index sits at 7,757.64 pts, +2.5 sigma from its own median: a level, not a move", "dek": "The board reads 45 out of 100, EROSION; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.4%; plumbing leads market pricing by +35 percentile points. The index is +0.0 against the last published letter.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-08T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-07-daily", "product": "seiche", "slug": "2026-08-07-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-07-daily.html", "headline": "2y Treasury constant maturity yield sits at 4.18 %, +2.8 sigma from its own median: a level, not a move", "dek": "The board reads 45 out of 100, EROSION; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.5%; plumbing leads market pricing by +31 percentile points. The index is +0.0 against the last published letter.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-07T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-06-daily", "product": "seiche", "slug": "2026-08-06-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-06-daily.html", "headline": "The calendar is carrying the strain call; the price of overnight cash still says abundance", "dek": "The board reads 45 out of 100, STRAIN; the dated reserve path contributes 11.0 points; the pooled five-business-day event read is 6.7%; plumbing leads market pricing by +34 percentile points. The index is -0.3 against the last published letter.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-06T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-05-daily", "product": "seiche", "slug": "2026-08-05-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-05-daily.html", "headline": "S&P 500 index moves +136.02 pts to 7,736.52 pts overnight: 2.7 sigma against its own history", "dek": "The composite reads 46, regime STRAIN. That is +0.1 on the day. The Tell reads +39. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-05T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-04-daily", "product": "seiche", "slug": "2026-08-04-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-04-daily.html", "headline": "DVP repo total volume (preliminary) moves +320.13 $B to 3,161.60 $B on its latest print: 4.7 sigma against its own history", "dek": "The composite reads 46, regime STRAIN. That is -0.6 on the day. The Tell reads +32. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-04T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-03-daily", "product": "seiche", "slug": "2026-08-03-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-03-daily.html", "headline": "Strain with a loud tell: plumbing leads price at +32", "dek": "The composite reads 46, regime STRAIN. That is +0.2 on the day. The Tell reads +32. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-03T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-03-week-ahead", "product": "seiche", "slug": "2026-08-03-week-ahead", "canonical_url": "https://seiche.info/dispatches/2026-08-03-week-ahead.html", "headline": "The Week Ahead 1: 5 pre-registered calls for the week of 2026-08-03", "dek": "Issue 1 of the Monday letter. The composite reads 46, regime STRAIN. 5 pre-registered calls for the week and 4 dated items on the calendar. The first issue, so there is nothing to grade yet.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-03T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-02-daily", "product": "seiche", "slug": "2026-08-02-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-02-daily.html", "headline": "Strain with a loud tell: plumbing leads price at +32", "dek": "The composite reads 46, regime STRAIN. That is +0.0 on the day. The Tell reads +32. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-02T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-08-01-daily", "product": "seiche", "slug": "2026-08-01-daily", "canonical_url": "https://seiche.info/dispatches/2026-08-01-daily.html", "headline": "Strain with a loud tell: plumbing leads price at +32", "dek": "The composite reads 46, regime STRAIN. That is +0.0 on the day. The Tell reads +32. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-08-01T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-31-daily", "product": "seiche", "slug": "2026-07-31-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-31-daily.html", "headline": "Nasdaq Composite index moved overnight: the strain tape gets a data point", "dek": "The composite reads 46, regime STRAIN. That is +0.0 on the day. The Tell reads +19. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-31T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-30-daily", "product": "seiche", "slug": "2026-07-30-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-30-daily.html", "headline": "S&P 500 index moved overnight: the strain tape gets a data point", "dek": "The composite reads 45, regime STRAIN. That is +0.1 on the day. The Tell reads +13. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-30T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-29-daily", "product": "seiche", "slug": "2026-07-29-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-29-daily.html", "headline": "Total stablecoin circulation moved overnight: the strain tape gets a data point", "dek": "The composite reads 45, regime STRAIN. That is +0.2 on the day. The Tell reads +13. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-29T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-28-daily", "product": "seiche", "slug": "2026-07-28-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-28-daily.html", "headline": "SRF accepted moved overnight: the strain tape gets a data point", "dek": "The composite reads 45, regime STRAIN. That is -0.2 on the day. The Tell reads +7. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-28T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-27-daily", "product": "seiche", "slug": "2026-07-27-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-27-daily.html", "headline": "Central bank liquidity swaps outstanding (H.4.1) moved on the latest print: the strain tape gets a data point", "dek": "The composite reads 45, regime STRAIN. The Tell reads +16. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-27T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-26-daily", "product": "seiche", "slug": "2026-07-26-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-26-daily.html", "headline": "Central bank liquidity swaps outstanding (H.4.1) moved on the latest print: the strain tape gets a data point", "dek": "The composite reads 45, regime STRAIN. The Tell reads +16. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-26T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-25-daily", "product": "seiche", "slug": "2026-07-25-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-25-daily.html", "headline": "Central bank liquidity swaps outstanding (H.4.1) moved on the latest print: the strain tape gets a data point", "dek": "The composite reads 45, regime STRAIN. The Tell reads +19. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-25T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-24-daily", "product": "seiche", "slug": "2026-07-24-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-24-daily.html", "headline": "Central bank liquidity swaps outstanding (H.4.1) moved overnight: the strain tape gets a data point", "dek": "The composite reads 46, regime STRAIN. The Tell reads +23. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-24T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-23-daily", "product": "seiche", "slug": "2026-07-23-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-23-daily.html", "headline": "Japan uncollateralized call rate (OECD MEI, monthly) moved overnight: the strain tape gets a data point", "dek": "The composite reads 46, regime STRAIN. The Tell reads +18. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-23T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-22-daily", "product": "seiche", "slug": "2026-07-22-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-22-daily.html", "headline": "Japan uncollateralized call rate (OECD MEI, monthly) moved overnight: the strain tape gets a data point", "dek": "The composite reads 46, regime STRAIN. The Tell reads +10. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-22T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-21-daily", "product": "seiche", "slug": "2026-07-21-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-21-daily.html", "headline": "Japan uncollateralized call rate (OECD MEI, monthly) moved overnight: the strain tape gets a data point", "dek": "The composite reads 46, regime STRAIN. The Tell reads +11. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-21T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-20-daily", "product": "seiche", "slug": "2026-07-20-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-20-daily.html", "headline": "Japan uncollateralized call rate (OECD MEI, monthly) moved overnight: the erosion tape gets a data point", "dek": "The composite reads 44, regime EROSION. The Tell reads +22. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-20T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-19-daily", "product": "seiche", "slug": "2026-07-19-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-19-daily.html", "headline": "Japan uncollateralized call rate (OECD MEI, monthly) moved overnight: the erosion tape gets a data point", "dek": "The composite reads 44, regime EROSION. The Tell reads +22. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-19T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-18-daily", "product": "seiche", "slug": "2026-07-18-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-18-daily.html", "headline": "Japan uncollateralized call rate (OECD MEI, monthly) moved overnight: the erosion tape gets a data point", "dek": "The composite reads 44, regime EROSION. The Tell reads +23. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-18T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-17-daily", "product": "seiche", "slug": "2026-07-17-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-17-daily.html", "headline": "SRF accepted moved overnight: the erosion tape gets a data point", "dek": "The composite reads 45, regime EROSION. The Tell reads +27. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-17T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-16-daily", "product": "seiche", "slug": "2026-07-16-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-16-daily.html", "headline": "Strain with a loud tell: plumbing leads price at +32", "dek": "The composite reads 46, regime STRAIN. The Tell reads +32. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-16T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-15-daily", "product": "seiche", "slug": "2026-07-15-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-15-daily.html", "headline": "SRF accepted moved overnight: the strain tape gets a data point", "dek": "The composite reads 46, regime STRAIN. The Tell reads +27. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-15T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-14-daily", "product": "seiche", "slug": "2026-07-14-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-14-daily.html", "headline": "Strain with a loud tell: plumbing leads price at +38", "dek": "The composite reads 45, regime STRAIN. The Tell reads +38. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-14T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-13-daily", "product": "seiche", "slug": "2026-07-13-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-13-daily.html", "headline": "Strain with a loud tell: plumbing leads price at +37", "dek": "The composite reads 45, regime STRAIN. The Tell reads +37. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-13T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-12-daily", "product": "seiche", "slug": "2026-07-12-daily", "canonical_url": "https://seiche.info/dispatches/2026-07-12-daily.html", "headline": "Erosion with a loud tell: plumbing leads price at +37", "dek": "The composite reads 45, regime EROSION. The Tell reads +37. Every number below is checkable on the board.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-12T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] }, { "schema": "seiche.legacy-dispatch-pointer.v1", "id": "seiche:2026-07-09-fat-tail", "product": "seiche", "slug": "2026-07-09-fat-tail", "canonical_url": "https://seiche.info/dispatches/2026-07-09-fat-tail.html", "headline": "The plumbing has a fat tail", "dek": "The board reads STRAIN. VIX at 16, credit spreads near their tightest on record. The pipes and the price screens disagree — and extreme value theory says the disagreement has no ceiling.", "editorial_class": "legacy_dispatch", "publication_status": "PUBLISHED", "published_at": "2026-07-09T00:00:00Z", "limitations": [ "Published before the structured analytical-story contract." ] } ] }