US CPI YoY
4.17
Above target
Live signal
US · Eurozone · UK · Japan · Australia · China · India — updated nightly
Live · updates every 60s
US CPI YoY
4.17
Above target
VIX
18.63
Low volatility
Yield Curve (10Y-2Y)
0.31
Normal
USD Index
120.40
Strong dollar
The signal gap
The Narrative
The Intelligence
“Markets pricing in a soft landing — analysts divided on direction”
US·expansion·50% confidence
Momentum favours risk-on. Leading sectors are accelerating.
“Recession fears grow as PMI falls below 50 for a third month”
OW this phase
“Inflation cooling — Fed signals pause, bonds look attractive”
From Reacting to Anticipating
Short videos. Real problems. P2 signals that solve them.
How economic cycles affect your portfolio allocation and sector choices.
What CPI, core inflation, and real rates mean for equity and bond returns.
Why different sectors outperform at different points in the economic cycle.