Macro Signal Lab

Macro Cycle Dashboard

AI AnalysisClaude-powered macro commentary SynthesisCycle regime & posture LiquidityFed balance sheet & net liquidity SignalsVol, credit, rates, risk regime GrowthPMI new orders & momentum BellwethersEarnings cycle proxy stocks ISM MfgSurvey subindexes & sectors Real EconomyHousing, industrial, rate transmission Credit & MktsSpreads, curve, sentiment, M2 Quant SignalsTrend, carry, momentum quality ValuationERP, margins, bubble, CAPE, Tobin Q Rates & CreditTerm premium, Taylor Rule, credit impulse PositioningCFTC COT speculative positioning Global MacroFX, intl equities, dollar cycle OptionsWeekly options playbook

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