US Macroeconomic Intelligence
LIVE· 118 INDICATORS · 10 CATEGORIES · 12 TOOLS

Read the U.S. economy the way an institution does.

A suite of custom-built macro tools for serious individual investors. See where the U.S. economy stands today, read where it's heading, and know when conditions favor deploying capital — the discipline institutions rely on, built for the rest of us.

State of the EconomyLive
Technical3
Macro Risk8
Monetary & Liquidity3
Credit & Financial Conditions13
Fundamental10
Economic31
Sentiment5
Employment18
Housing20
Consumer7
Healthy Each cell is one indicator, colored by its current signal vs. its historical thresholds Stress
The Suite

Read the macro picture — and know when to act.

A purpose-built set of tools for serious investors. Some map the state of the economy; others flag when conditions favor putting capital to work.

01
State of the Economythe economy, synthesized
LIVEOpen State of the Economy →

A synthesis layer above the heatmap: three composite gauges — Momentum, Forward Stress and Inflation Regime — a rule-based regime read of the whole picture, and a Time Machine to rewind the exact macro view on any past date.

3
GAUGES · 1 REGIME READ
02
Economic Breadthhow widespread is the movement?
LIVEOpen Economic Breadth →

How many of the 24 real-activity indicators are improving, deteriorating or abstaining this month — each judged against its own history, not against each other. Counts, never probabilities.

24
VOTERS · MONTHLY SINCE 1963
03
Housing Cyclewhere is housing in its own cycle?
LIVEOpen Housing Cycle →

Where the housing sector sits in its own cycle — nine voters in three timing stages name the stage, and a comparator shows whether housing is diverging from the rest of the economy. Counts and records, never probabilities.

9
VOTERS · 3 STAGES · SINCE 1979
04
Regime Playbooksevery regime, as a historical record
LIVEOpen Playbooks →

One page per recognized economic regime: every spell of that regime on the point-in-time timeline, individually listed — what it resolved into and what key series did during it. Counts of named spells, never probabilities.

5
PLAYBOOKS · 60 COMPLETED SPELLS SINCE 1981
05
Market Relationshipswatch-when-they-fire, never a signal generator
LIVEOpen Relationships →

Practitioner-documented market/macro relationships — copper/gold, the yield curve, lumber/gold and more — each shown as an honest historical record: what fired, when, and what followed. Counts, never probabilities.

8
RELATIONSHIPS · 1 VALIDATED
06
Valuation ErasValuation eras and their aftermaths — two bases, no hindsight.
LIVEOpen Valuation Eras →

Where today's market sits against each measure's own history — on two bases, computed only from what was knowable at the time. We present the record; we do not assert predictive skill.

4
LENSES · ERAS SINCE 1881
07
Corporate Profit Sharemargins vs their own trend
LIVEOpen Corporate Profit Share →

Corporate profits as a share of the economy — position vs trend, what followed similar readings, and how much to trust the latest print. Counts, never probabilities.

60
BAND ENTRIES SINCE 1963
08
Confluencemonths like today
LIVEOpen Confluence →

Which months matched today across the instruments — and what followed each. The table is complete; nothing is chosen for you.

4
MATCHED STATES · SINCE AUG 1981
09
Capitulation Monitorhow washed-out is the market?
LIVEOpen Capitulation Monitor →

An entry-conditions read: how many oversold gauges sit at extremes versus their own history, with the economic regime as the honest context — historical ranges, never forecasts.

6
GAUGES · 82 EPISODES SINCE 1981
10
Revisions Ledgerfirst prints vs the settled record
LIVEOpen the Revisions Ledger →

Every first print against the value three years later, from the archived vintages. What the numbers said first, what they became, and how long recognition took.

8
SERIES · 180 GREAT REVISIONS · SINCE 1955
11
Indicator Heatmapthe full picture
LIVEOpen Heatmap →

118 public indicators across 10 categories, each color-coded green-to-red against the thresholds that have historically signaled strength or stress. The entire macro landscape on one screen.

118
INDICATORS LIVE
12
Indicator Deep Divesgo as deep as you like
LIVEView Indicators →

Every indicator gets its own page — full historical chart, the signal thresholds explained, source provenance, and weekly trending questions answered from the data.

10
CATEGORIES
13
On the Roadmapwhat's next, in the order we'll build it
PLANNEDComing soon

The features we intend to build next, in the order we intend to build them. A queue, not a promise: each one enters through its own charter and evidence gate, and some may not survive theirs. No dates.

  1. 01Credit Transmission · spreads → lending standards → loan growth → delinquencies, a staged monitor
  2. 02Fiscal Ledger · the deficit’s load, cost and absorption in ratios, with dated spells
  3. 03The Curve Register · the yield curve’s inversions and steepenings as a point-in-time register
  4. 04Liquidity Plumbing · Fed balance sheet, reverse repo, TGA, reserves → net liquidity, drain and fill spells
  5. 05The Household Ledger · saving rate, the delinquency cascade, real income vs. real spending
  6. 06Euphoria Monitor · the Capitulation Monitor’s inverse — survey-gated
  7. 07The Public Scorecard · every regime call and monitor episode, graded when resolved, misses included
  8. 08Crisis Replay · 2008 month by month on strictly as-of data
  9. 09The Fed Record · every FOMC meeting paired with the economy as the site read it that day
  10. 10AI briefings · weekly reads written from the data, every sentence linked to its source — after the rest exist
10
QUEUED