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Verso Lab

Thoughts, stories and ideas.

Latest Posts

AI Capex Meets Slowing Macro: The Cross-Sector Setup for the Next 90 Days

Zhenyu Yang · 11 Feb 2026

The U.S. Steepener Regime: Why Long-End Rates Are Becoming 2026’s Cross-Sector Shock Absorber

Zhenyu Yang · 11 Feb 2026

Intelligence V5.2: The Shelter-Disinflation vs. Trade-Shock Crosscurrent

Zhenyu Yang · 11 Feb 2026

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Zhenyu Yang

Creator of Verso Lab