Overview
Conditions lean risk on, with more supportive than weakening category readings.
Risk onData through 2026-09-25
Latest update
Since the previous published update
No material public-signal changes are available for the latest update.
Current contributors
View all signalsWhat drives the current view
Real CurvePressuring
Its latest reading pressures the current view. Composite view of real yields across the curve plus forward inflation expectations.US Growth SurpriseSupportive
Its latest reading supports the current view. Trend-surprise index focused on activity, output, and demand releases.Global RatesPressuring
Its latest reading pressures the current view. Composite view of long-rate term-premium dynamics across the major developed-market sovereigns.Macro map