Slack: C0A0J067M6V/ts:1770630916.5581

Author: Will B Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

global-liquidity-cycle-macro-regime

🔴 [E1595] Claude 4.6 Opus analysis shows GMI is spewing nonsense on TGA drawdowns and eSLR reform effects. The $200bn TGA drawdown claim doesn't square with Treasury's own published targets.
challenging · 2026-04-07

macro-cycle-frameworks

🔴 [E1673] Claude 4.6 Opus analysis shows GMI's claims on TGA drawdowns and eSLR reform are 'nonsense'. The causal chain is 'held together by spit and prayer'.
challenging · 2026-04-07