Market Dashboard

Morning tape

Prices colour vs their 200-day average; stress gauges by 3-year percentile. Stale or cached data turns amber.

Stagflation monitor

Growth (x) vs inflation (y). Each axis is the average of 3-year z-scores of its components. Dot is today; the line is the last 12 months.

Market tells

Stagflation hedge tracker

Total return vs SPY. How these have behaved, not a recommendation; past regimes don't repeat exactly.