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Cycle 2027-Q1 First issue of the 2027 cycle · released October 2026

The cycle, in full.

Every document released in this cycle, in the order we shipped it. Unredacted, as sent. This is the first cycle of the 2027 season, so the two report documents are the river-cruise edition of the industry pack (T3) plus the cross-industry signal brief (T1).

Documents in this cycle

Three formats, three jobs. The outlook puts the season in context; the decision-grade call puts a window on it; the brief hands over the raw signal with no industry attached.

On language. The two report documents in this cycle are published in Chinese, the format our first readers asked for. The signal brief is in English. One editorial standard runs across all three: every figure is a public reading, named to its source, with the date it was taken.

How cycles work

A cycle is an issue, not a feed. Each one re-verifies the sources that moved and re-issues the documents that change because of it. Nothing is rewritten quietly.

Cadence. One cycle per quarter through the decisive window, and on event when a source publishes something that changes a call. The next cycle is 2027-Q2.

Archive. The current cycle and the two previous editions stay free to read. Earlier cycles move behind the subscription.

Free to browse, then €1.99 a quarter.

Current cycle plus the two previous editions. No card required.

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