— Weekly Macro Report
The deep read on the regime.
The daily regime page tells you where we are. The weekly goes deep: the full probability picture, the internals, the empirical asset playbook, and what would change the call.
— Archive
- September 4, 2026Soft Landing28.6%Low
- June 12, 2026Overheating30.6%Moderate
- June 11, 2026Overheating30.3%Moderate
- June 10, 2026Overheating29.9%Moderate
- June 9, 2026Overheating29.6%Moderate
- June 8, 2026Overheating29.5%Moderate
- June 5, 2026Overheating29.5%Moderate
- June 4, 2026Overheating29.4%Moderate
- June 3, 2026Overheating29.3%Moderate
- June 2, 2026Overheating29.1%Moderate
- June 1, 2026Overheating28.3%Moderate
- May 29, 2026Overheating28.5%Moderate
- May 28, 2026Overheating28.6%Low
- May 27, 2026Inflation Shock28.8%Low
- May 26, 2026Inflation Shock29.6%Low
- May 25, 2026Inflation Shock29.6%Low
- May 22, 2026Inflation Shock29.7%Low
- May 21, 2026Inflation Shock29.4%Low
- May 20, 2026Inflation Shock30.0%Low
- May 19, 2026Inflation Shock29.9%Low
- May 18, 2026Inflation Shock29.6%Low
- May 14, 2026Inflation Shock29.7%Low
- May 13, 2026Inflation Shock29.5%Low
- May 12, 2026Overheating29.1%Moderate
- May 11, 2026Overheating29.0%Moderate
- May 8, 2026Overheating29.0%Moderate
- May 7, 2026Overheating28.9%Moderate
- May 6, 2026Overheating29.0%Moderate
- May 5, 2026Overheating29.0%Moderate
- May 4, 2026Overheating29.0%Moderate
- May 1, 2026Overheating29.0%Moderate
- April 30, 2026Overheating29.2%Moderate
- April 29, 2026Overheating29.0%Moderate
- April 28, 2026Overheating29.1%Moderate
- April 27, 2026Overheating29.0%Low
- April 24, 2026Overheating29.1%Moderate
- April 23, 2026Overheating29.1%Moderate
- April 22, 2026Overheating29.0%Moderate
- April 21, 2026Overheating28.8%Moderate
- April 20, 2026Overheating28.2%Low
- April 17, 2026Overheating28.2%Low
- April 16, 2026Overheating28.3%Low
- April 15, 2026Overheating28.4%Low
- April 14, 2026Inflation Shock29.2%Low
- April 13, 2026Inflation Shock30.7%Low
- April 10, 2026Inflation Shock31.3%Low
- April 7, 2026Inflation Shock31.9%Moderate
- April 6, 2026Inflation Shock32.7%Moderate
- April 3, 2026Inflation Shock33.1%Moderate
- April 2, 2026Inflation Shock33.1%Moderate
- April 1, 2026Inflation Shock33.2%Moderate
- March 31, 2026Inflation Shock33.5%Moderate
- March 30, 2026Inflation Shock32.7%Moderate
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