Growth × inflation trajectory

Regime History

See where the market-implied macro regime is moving—not just where it sits today.

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Live market-implied snapshot

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Calculating cross-asset evidence.

Point-in-time reconstruction

Regime trajectory

Each point uses the same model and only evidence available on that date.

GoldilocksReflation StagflationDisinflationary slowdown Mixed / transitioning

Selected snapshot

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Supporting evidence

Contradicting evidence

Persistence and change

Regime timeline

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How to read it

One model through time

The timeframe buttons change only the visible history window. They do not change the scoring model. Growth blends equity trend, volatility, small caps, emerging markets, credit and copper versus gold. Inflation pressure blends energy, copper, agriculture, Treasury yields, the dollar and gold. Scores inside ±15 remain neutral so the system does not force a false regime.