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Business Cycle Intelligence

Global Cycle Monitor

Pulse shows the current economic signal. Direction shows the economic outlook for the next 6–12 months — a probabilistic forward signal, not a forecast.

As of 2026-05-31

The US economy is currently in its expansion phase, holding in expansion over the next 6–12 months. This describes where the cycle stands today — risk context, not a forecast or a recommendation.

ExpansionPeakContractionTrough
Pulse— where the economy stands today
EXPANSIONPEAKCONTRACTIONTROUGHPULSE50%CONFIDENCE

Expansion

Direction— where it's heading in 6–12 months
EXPANSIONPEAKCONTRACTIONTROUGHDIRECTION60%CONFIDENCE

Holding in Expansion

Show the indicators behind this signal

What's driving this reading?

Economy growing above trend. Labour markets tightening, credit conditions easing, and industrial output rising across key sectors.

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Government Catalysts

Defense & AerospaceClean EnergyTechnology

Sector

Now — expansion positioning

OWInformation Technology
+0.0%
OWEnergy
+0.0%
OWIndustrials
+0.0%
NEConsumer Discretionary
+0.0%
NEFinancials
+0.0%
NEHealth Care
+0.0%
NECommunication Services
+0.0%
NEMaterials
+0.0%
NEUtilities
+0.0%
UWReal Estate
+0.0%
UWConsumer Staples
+0.0%
UWbroad_equity
+0.0%

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Forward — rotation signal

OWEnergy
OWMaterials
OWFinancials

Forward rotation signals

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Asset Class

Now — expansion positioning

OWUS Equities
+1.14%
OWGold
+0.79%
NEHigh Yield Credit
+0.48%
NECommodities
+0.35%
NEIG Credit
+0.33%
UWLong Duration Govts
+0.23%
UWBroad Bonds
+0.22%

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US Cycle History — 1994 to 2026 (389 months)

Algorithmic classifier (Pulse signal)

expansion
peak
contraction
trough
Market regime analysis availableView →