Macro Analysis Report

Chris Guo

2026-08-01

Current Indicators

Indicator Value Units YoY Change As Of
10-Year Breakeven Inflation 2.28 Percent -4.60% 2026-07-31
10-Year Treasury Yield 4.68 Percent +6.85% 2026-07-30
10Y TIPS Real Yield 2.41 Percent +22.96% 2026-07-30
10Y-2Y Treasury Spread 0.47 Percent +9.30% 2026-07-31
2-Year Treasury Yield 4.23 Percent +7.36% 2026-07-30
30-Year Mortgage Rate 6.66 Percent -1.19% 2026-07-30
5-Year Breakeven Inflation 2.26 Percent -8.13% 2026-07-31
5Y5Y Forward Breakeven 2.30 Percent -0.86% 2026-07-31
All Consumer Debt Delinquency (NY Fed, 90+) 3.36 Percent +18.14% 2026-01-01
All Loan Delinquency Rate 1.48 Percent -4.52% 2026-01-01
Anxiety/Depression Prevalence (CDC Pulse) 21.40 Percent -25.69% 2024-09-16
Atlanta Fed Wage Growth Tracker (YoY) 3.60 Percent Change from Year Ago -12.20% 2026-06-01
Auto Loan Delinquency (NY Fed, 90+) 5.60 Percent +12.30% 2026-01-01
Auto Originations to Subprime (<620), NY Fed 15.61 Percent +0.40% 2026-01-01
Auto Transition into 90+ Delinquency (NY Fed) 2.97 Percent +1.08% 2026-01-01
Bank C&I Loan Tightening 2.00 Percent -64.29% 2026-04-01
Bitcoin (USD) 62886.64 U.S. Dollars -44.47% 2026-07-31
CCC & Lower High-Yield OAS 10.06 Percent +19.90% 2026-07-30
Case-Shiller US Home Price Index 335.10 Index Jan 2000=100 +1.11% 2026-05-01
Construction Payrolls 8331.00 Thousands of Persons +0.77% 2026-06-01
Consumer Loan Delinquency Rate 2.64 Percent -4.69% 2026-01-01
Consumer Price Index (CPI) 332.57 Index 1982-1984=100 +3.46% 2026-06-01
Consumer Sentiment (UMich) 49.50 Index 1966:Q1=100 -18.45% 2026-06-01
Continued Claims (weekly) 1782000.00 Number -8.19% 2026-07-18
Core CPI (ex Food & Energy) 336.06 Index 1982-1984=100 +2.57% 2026-06-01
Credit Card Charge-Off Rate 3.84 Percent -13.90% 2026-01-01
Credit Card Delinquency (NY Fed, 90+) 13.12 Percent +6.58% 2026-01-01
Credit Card Delinquency Rate 2.92 Percent -4.58% 2026-01-01
Credit Card Transition into 90+ Delinquency (NY Fed) 7.12 Percent +1.13% 2026-01-01
Credit Card Utilization (NY Fed) 22.83 Percent -0.39% 2026-01-01
Crude Birth Rate (per 1,000) 10.60 Births per 1,000 People -0.93% 2024-01-01
Drug Overdose Deaths (12-mo, CDC) 67531.00 Deaths (12-mo ending) -13.20% 2026-02-01
Education & Health Payrolls 27973.00 Thousands of Persons +2.37% 2026-06-01
Exports (Goods & Services) 210561.00 Millions of Dollars +15.83% 2026-05-01
Fed Balance Sheet (Total Assets) 6738190.00 Millions of U.S. Dollars +1.21% 2026-07-29
Fed Funds Rate 3.63 Percent -16.17% 2026-06-01
Federal Debt to GDP 122.59 Percent of GDP +1.70% 2026-01-01
Fertility Rate (births per woman) 1.63 Births per Woman +0.62% 2024-01-01
Financial Conditions Index (NFCI) -0.55 Index +8.41% 2026-07-24
Foreign Holdings of US Treasuries 9.27 USD Trillions +7.56% 2025-10-01
Gold (USD/oz) 4026.60 USD/oz +22.06% 2026-07-31
Government Payrolls 23371.00 Thousands of Persons -0.91% 2026-06-01
Health Spending per Capita 9298.69 U.S. Dollars +10.03% 2021-01-01
High Yield OAS Spread 2.84 Percent -1.73% 2026-07-30
Household Debt Service Ratio 11.16 Percent +0.53% 2026-01-01
Household Net Worth 174009620.00 Millions of U.S. Dollars +7.98% 2026-01-01
Housing Affordability Index (NAR) 102.30 Index +7.12% 2026-06-01
Housing Starts 1427.00 Thousands of Units +3.48% 2026-06-01
Import Price Index 150.80 Index 2000=100 +7.10% 2026-06-01
Imports (Goods & Services) 317045.00 Millions of Dollars +15.47% 2026-05-01
Industrial Production 102.64 Index 2017=100 +1.14% 2026-06-01
Information / Tech Payrolls 2774.00 Thousands of Persons -3.11% 2026-06-01
Initial Jobless Claims (weekly) 197000.00 Number -9.63% 2026-07-25
Investment-Grade Corporate OAS 0.80 Percent +2.56% 2026-07-30
Labor Force Participation Rate 61.50 Percent -1.28% 2026-06-01
Labor Productivity 119.44 Index 2017=100 +2.80% 2026-01-01
Leisure & Hospitality Payrolls 16951.00 Thousands of Persons +0.68% 2026-06-01
Life Expectancy at Birth 78.89 Number of Years +0.64% 2024-01-01
M2 Money Stock 23155.20 Billions of Dollars +5.53% 2026-06-01
M2 Velocity 1.41 Ratio +1.22% 2026-04-01
Manufacturing Payrolls 12598.00 Thousands of Persons -0.30% 2026-06-01
Median Credit Score, New Auto Loans (NY Fed) 723.00 Credit Score -0.96% 2026-01-01
Median Credit Score, New Mortgages (NY Fed) 762.00 Credit Score -1.30% 2026-01-01
Monthly Federal Deficit -120305.28 Millions of Dollars -545.41% 2026-06-01
Months' Supply of New Homes 9.30 Months' Supply +3.33% 2026-06-01
Mortgage Delinquency Rate 1.89 Percent +6.78% 2026-01-01
Mortgage Originations to Subprime (<620), NY Fed 2.55 Percent -45.91% 2026-01-01
Natural Gas — Henry Hub ($/MMBtu) 2.63 Dollars per Million BTU -15.16% 2026-07-27
Net Foreign Investment -994.54 Billions of Dollars -33.81% 2026-01-01
Nominal GDP 32.48 USD Trillions +6.53% 2026-04-01
Nonfarm Payrolls 158984.00 Thousands of Persons +0.32% 2026-06-01
Overnight Reverse Repo 2.15 Billions of US Dollars -99.00% 2026-07-31
PCE Price Index 131.39 Index 2017=100 +3.67% 2026-06-01
Part-Time for Economic Reasons 4681.00 Thousands of Persons +4.65% 2026-06-01
Personal Saving Rate 2.70 Percent -41.30% 2026-06-01
Prime-Age Employment Ratio (25-54) 80.20 Percent -0.62% 2026-06-01
Prime-Age Participation Rate (25-54) 83.30 Percent -0.24% 2026-06-01
Professional & Business Services Payrolls 22507.00 Thousands of Persons +0.39% 2026-06-01
Real GDP Growth 1.50 Percent Change from Preceding Period -60.53% 2026-04-01
Real Personal Consumption 16885.20 Billions of Chained 2017 Dollars +2.54% 2026-06-01
Recession Probability (12-mo, yield curve) 0.54 Percent +0.00% 2026-05-01
Retail Gasoline ($/gal) 4.10 Dollars per Gallon +31.24% 2026-07-27
Retail Sales 768553.00 Millions of Dollars +6.72% 2026-06-01
Retail Trade Payrolls 15459.70 Thousands of Persons +0.22% 2026-06-01
Sahm Rule Recession Indicator 0.07 Percentage Points -58.82% 2026-06-01
Silver (USD/oz) 57.73 USD/oz +59.37% 2026-07-31
Sticky-Price Core CPI (YoY) 2.81 Percent Change from Year Ago -15.01% 2026-06-01
Student Loan Delinquency (NY Fed, 90+) 10.34 Percent +33.53% 2026-01-01
Student Loan Transition into 90+ Delinquency (NY Fed) 10.86 Percent +35.07% 2026-01-01
Temporary Help Services Payrolls 2499.20 Thousands of Persons -0.22% 2026-06-01
Total Public Debt Outstanding 39.07 USD Trillions +7.87% 2026-01-01
Trade Balance -77585.00 Millions of Dollars +16.24% 2026-05-01
Trade Weighted Dollar Index 120.71 Index Jan 2006=100 +0.96% 2026-07-24
U-6 Underemployment Rate 7.90 Percent +2.60% 2026-06-01
US Total Market Cap (Corporate Equities) 69.51 USD Trillions +17.06% 2026-01-01
Under-30 Transition into 90+ Delinquency (NY Fed) 4.73 Percent +41.18% 2026-01-01
Unemployment Rate 4.20 Percent +2.44% 2026-06-01
Unemployment Rate — Prime Age (25-54) 3.70 Percent +12.12% 2026-06-01
Unemployment Rate — Young (20-24) 7.10 Percent -13.41% 2026-06-01
Unemployment — Bachelor's+ (25+) 2.70 Percent +8.00% 2026-06-01
Unemployment — High School Only (25+) 4.20 Percent +5.00% 2026-06-01
Unemployment — Less Than High School (25+) 5.50 Percent -5.17% 2026-06-01
Unemployment — Some College / Associate (25+) 3.60 Percent +12.50% 2026-06-01
VIX (S&P 500 Implied Vol) 17.09 Index +10.40% 2026-07-30
WTI Crude Oil Price 84.25 Dollars per Barrel +26.92% 2026-07-27
Buffett Indicator (Market Cap / GDP) 218.14 Percent +10.36% 2026-01-01
Foreign-Held Share of US Debt 24.07 Percent +1.15% 2025-10-01

Time Series

2 Years

Credit & Financial Stress

High Yield OAS Spread

High-yield bond spread over Treasuries, measures credit risk.

Normal: <3% normal, >5% stress, >8% crisis

Investment-Grade Corporate OAS

Option-adjusted spread on investment-grade corporate bonds — the risk premium on the safest corporate credit. Widening here means stress is reaching high-quality issuers, not just junk.

Normal: <130bps benign; >200bps stress

CCC & Lower High-Yield OAS

Spread on the lowest-rated junk bonds — the riskiest tail of corporate credit and the first to blow out when default fears rise. Leads the broad HY index at turns.

Normal: <800bps benign; >1200bps distress

Financial Conditions Index (NFCI)

Composite index of 105 financial market indicators.

Normal: <0 loose, >0 tight

Bank C&I Loan Tightening

Net percent of banks tightening C&I loan standards.

Normal: <10% normal, >20% credit crunch

All Loan Delinquency Rate

Percent of loans past due across all categories.

Normal: 1.5-2.5%

Credit Card Delinquency Rate

Percent of credit card loans past due at commercial banks. Leading gauge of consumer balance-sheet stress — rises before broader loan delinquencies and before consumption rolls over.

Normal: 2-3% benign; >5% stress; 2010 cycle peak ~6.8%

Consumer Loan Delinquency Rate

Percent of all consumer loans (credit cards, auto, personal) past due at commercial banks. Broader than the card-only series — captures auto and installment stress too. Note: bank-held only; excludes fintech/BNPL and federal student loans (see NY Fed Consumer Credit Panel for those).

Normal: 2-3% benign; >4% stress

Mortgage Delinquency Rate

Percent of single-family residential mortgages past due at commercial banks. Housing-credit stress gauge; hit ~11% in the 2010 cycle. Low delinquency here is what pulls the all-loan aggregate down.

Normal: <2% benign; >4% stress; 2010 peak ~11%

Credit Card Charge-Off Rate

Annualized rate at which banks write off credit card balances as uncollectible. Confirms whether rising delinquencies are converting into realized losses — lags delinquency by a few quarters.

Normal: 3-4% benign; >6% stress; 2010 peak ~10.5%

Consumer Credit (NY Fed, all lenders)

Credit Card Delinquency (NY Fed, 90+)

Percent of credit-card balances 90+ days delinquent, all lenders (NY Fed Consumer Credit Panel). Broader and higher than the FRED bank-held card series — includes fintech and store cards. Highest since 2011.

Normal: 8-9% benign; 2010-11 peak ~13.7%

Student Loan Delinquency (NY Fed, 90+)

Percent of student-loan balances 90+ days delinquent, all lenders (NY Fed Consumer Credit Panel). Spiked in 2025 as federal-loan reporting resumed after the multi-year payment pause — invisible to the FRED bank-held series.

Normal: ~9-11% now; was ~0% during 2020-2024 reporting pause

Auto Loan Delinquency (NY Fed, 90+)

Percent of auto-loan balances 90+ days delinquent, all lenders (NY Fed Consumer Credit Panel). Captures subprime and non-bank auto lenders that dominate this market.

Normal: <3% benign; >4% stress

All Consumer Debt Delinquency (NY Fed, 90+)

Percent of total household debt 90+ days delinquent, all lenders (NY Fed Consumer Credit Panel). Mortgage-weighted, so lower than the card/student/auto components underneath it.

Normal: 2-3% benign; 2010 peak ~8.7%

Consumer Credit — Delinquency Flows & Utilization (NY Fed)

Credit Card Transition into 90+ Delinquency (NY Fed)

Share of current credit-card balances that newly fell 90+ days behind this quarter — the flow, all lenders and ages. Leading gauge of consumer balance-sheet stress.

Normal: ~5-6% benign; higher = accelerating stress

Auto Transition into 90+ Delinquency (NY Fed)

Share of current auto-loan balances that newly fell 90+ days behind this quarter — the flow, all lenders and ages. Leads the delinquency stock; cracks first when consumers weaken.

Normal: ~2% benign; watch the trend, not the level

Student Loan Transition into 90+ Delinquency (NY Fed)

Share of current student-loan balances that newly fell 90+ days behind this quarter — the flow, all ages. Jumped sharply as federal-loan reporting resumed in 2025.

Normal: distorted by 2020-24 reporting pause

Under-30 Transition into 90+ Delinquency (NY Fed)

Share of all debt held by 18-29 year-olds that newly fell 90+ days behind this quarter. Young borrowers crack earliest in a downturn — the leading edge of the leading indicator.

Normal: structurally higher than older cohorts; watch the trend

Credit Card Utilization (NY Fed)

Aggregate credit-card balances as a percent of total credit limits. Rising utilization = consumers leaning harder on revolving credit with less headroom left — a stress gauge that leads delinquency.

Normal: ~20-25%; higher = tapped out

Consumer Credit — Originations & Underwriting (NY Fed)

Auto Originations to Subprime (<620), NY Fed

Share of new auto-loan dollars originated to borrowers with credit scores below 620. Rising = lenders reaching down the credit spectrum; the underwriting-loosening signal behind record auto delinquency.

Normal: ~15-20% of origination volume

Median Credit Score, New Auto Loans (NY Fed)

Median credit score of newly originated auto loans. Falling = looser underwriting; rising = lenders tightening and screening out weaker borrowers.

Normal: ~700; higher = tighter credit

Mortgage Originations to Subprime (<620), NY Fed

Share of new mortgage dollars originated to borrowers with credit scores below 620. Near-zero since 2008 — the structural reason mortgage credit stays pristine even as auto/card deteriorate.

Normal: <5% post-2008; was ~15% pre-crisis

Median Credit Score, New Mortgages (NY Fed)

Median credit score of newly originated mortgages. Elevated (~760+) post-2008 reflects tight underwriting — new mortgage risk stays low regardless of origination volume.

Normal: ~760; higher = tighter credit

Interest Rates & Yield Curve

Fed Funds Rate

Federal Reserve's overnight policy interest rate.

Normal: ~2.5% neutral

2-Year Treasury Yield

Yield on 2-year Treasuries, reflects Fed rate expectations.

Normal: Tracks fed funds

10-Year Treasury Yield

Yield on 10-year US government bonds.

Normal: 3-4%

10Y-2Y Treasury Spread

Spread between 10Y and 2Y Treasury yields.

Normal: >0 normal, <0 recession signal

30-Year Mortgage Rate

Average rate for 30-year fixed-rate home loans.

Normal: 4-6% historically

Inflation

Consumer Price Index (CPI)

Measures overall consumer price changes across the economy.

Normal: 2-3% YoY

Core CPI (ex Food & Energy)

CPI excluding volatile food and energy components.

Normal: ~2% YoY (Fed target)

PCE Price Index

Fed's preferred inflation measure based on consumer spending.

Normal: 2% YoY (Fed target)

Import Price Index

Tracks tariff and FX pass-through to import costs.

Normal: -2% to +5% YoY

Real Rates & Inflation Expectations

10Y TIPS Real Yield

Yield on 10-year inflation-protected Treasuries — direct read on real rates.

Normal: 0-2% normal, >2% restrictive, negative = accommodative

5-Year Breakeven Inflation

Market-implied inflation expectations derived from TIPS.

Normal: 2-2.5%

10-Year Breakeven Inflation

10Y nominal Treasury minus 10Y TIPS — market-implied 10yr inflation expectations.

Normal: 2-2.5%

5Y5Y Forward Breakeven

Market-implied avg inflation over the 5 years starting 5 years out. Fed's preferred long-run expectations gauge.

Normal: 2-2.5%

Labor Market

Unemployment Rate

Percent of labor force actively seeking work.

Normal: 3.5-5% healthy, >6% weakness

U-6 Underemployment Rate

Broadest slack measure: unemployed + marginally attached + those working part-time who want full-time. The gap vs. headline U-3 reveals hidden underemployment.

Normal: ~7% tight, 8-9% normal, >10% slack building

Nonfarm Payrolls

Monthly change in total employed workers.

Normal: 150-250K/month expansion

Labor Force Participation Rate

Percent of working-age population employed or seeking work. Structural labor supply gauge — distinguishes falling unemployment from workers exiting the labor force.

Normal: 62-63% post-COVID, ~67% pre-2000s peak

Labor — Weekly Claims (Leading)

Initial Jobless Claims (weekly)

New unemployment-insurance filings each week — the fastest read on layoffs. Sustained moves above ~250k signal a weakening labor market; the level the Fed watches for the first crack.

Normal: 200-250k healthy; >300k stress

Continued Claims (weekly)

People still collecting unemployment — how hard it is to get re-hired once laid off. Rising continued claims with flat initial claims means a 'low-fire, low-hire' market where the unemployed stay unemployed longer.

Normal: ~1.6-1.8M normal; >2M softening

Recession Gauges

Sahm Rule Recession Indicator

Triggers when the 3-month-average unemployment rate rises 0.5pp above its 12-month low. Has flagged every recession since 1970 in real time with no false positives. At/above 0.5 = recession likely underway.

Normal: <0.5 expansion; >=0.5 recession trigger

Recession Probability (12-mo, yield curve)

Estimated probability of recession 12 months out from the Treasury yield-curve spread (NY Fed model). Readings above ~30% have historically preceded downturns.

Normal: <10% benign; >30% elevated

Wages & Underlying Inflation

Atlanta Fed Wage Growth Tracker (YoY)

Median year-over-year wage growth of matched individuals — cleaner than average hourly earnings because it isn't distorted by workforce composition. Compare against CPI to see if real wages are rising or falling.

Normal: ~3-4% consistent with 2% inflation

Sticky-Price Core CPI (YoY)

Inflation in prices that change infrequently (rent, insurance, services) — the persistent, slow-moving core that the Fed cares most about. Stickier and more forward-looking than headline CPI.

Normal: 2% Fed target

Labor — Age & Prime-Age Slack

Prime-Age Employment Ratio (25-54)

Share of 25-54 year-olds employed. Strips out retirement/schooling demographics, so it's the cleanest read on labor demand — the Fed's favorite full-employment gauge.

Normal: 80-81% = full employment, <78% = slack

Prime-Age Participation Rate (25-54)

Labor force participation of 25-54 year-olds. Rising = workers pulled back in (supply expanding); falling = discouragement or structural exit.

Normal: 82-84% healthy

Unemployment Rate — Prime Age (25-54)

Joblessness among core working-age adults. Less noisy than headline; rises early when prime-age workers can't find work.

Normal: 3-4% healthy

Unemployment Rate — Young (20-24)

New-grad / early-career joblessness. Cyclically the most sensitive cohort — young workers are first fired, last hired, so this leads the broader labor cycle.

Normal: 6-8% normal, >9% = young workers shut out

Part-Time for Economic Reasons

Workers stuck in part-time jobs who want full-time — involuntary underemployment. Rises when firms cut hours before cutting heads.

Normal: ~4M normal, spikes signal labor-demand softening

Labor — By Education

Unemployment — Bachelor's+ (25+)

Joblessness for degree-holders. The floor of the labor market — when this rises, white-collar/knowledge-job demand is cracking.

Normal: 2-2.5% healthy, >3% = white-collar weakness

Unemployment — Some College / Associate (25+)

Joblessness for those with some college but no bachelor's degree. The middle of the education-attainment ladder.

Normal: 3-4% healthy

Unemployment — High School Only (25+)

Joblessness for high-school grads with no college — jobs that typically don't require a degree. Cyclically more sensitive than the degree cohort.

Normal: 4-5% healthy, >6% = blue-collar weakness

Unemployment — Less Than High School (25+)

Joblessness for those without a high-school diploma — the most cyclically exposed, lowest-skill segment. First to rise in a downturn.

Normal: 5-7% normal, >8% = labor distress

Labor — Industry Payrolls (YoY)

Manufacturing Payrolls

Factory employment. Cyclical, trade- and tariff-sensitive, and a barometer of goods demand and reshoring.

Normal: Watch YoY direction — contraction signals industrial slowdown

Construction Payrolls

Building employment. Rate-sensitive — turns down fast when mortgage rates choke housing and CRE.

Normal: Watch YoY — early-cycle casualty of rate hikes

Professional & Business Services Payrolls

High-wage white-collar employment (consulting, legal, corporate services). Bellwether for knowledge-economy hiring.

Normal: Watch YoY — softening leads broader white-collar cuts

Information / Tech Payrolls

Tech, media, telecom employment. Small but high-signal — captures the tech hiring/layoff cycle.

Normal: Watch YoY — volatile, tracks tech capex and rates

Temporary Help Services Payrolls

Staffing-agency employment. A classic leading indicator — firms cut temps before permanent staff, so this turns down ahead of the broader labor market.

Normal: Watch YoY — leads payrolls by ~3-6 months

Leisure & Hospitality Payrolls

Restaurants, hotels, entertainment. Discretionary-spending sensitive — early read on consumer pullback.

Normal: Watch YoY — tracks discretionary consumer health

Education & Health Payrolls

Private education and healthcare. Acyclical workhorse — has carried recent payroll gains; weakness here is a late, ominous signal.

Normal: Watch YoY — steady; deceleration is notable

Government Payrolls

Federal, state, and local employment. Non-market hiring — distinguishes private-sector strength from government-driven payroll headlines.

Normal: Watch YoY — strip out to judge underlying private demand

Retail Trade Payrolls

Store and e-commerce employment. Consumer-demand and structural (automation/online shift) sensitive.

Normal: Watch YoY — secular pressure plus cyclical swings

Growth & Production

Real GDP Growth

Annualized quarter-over-quarter real GDP change.

Normal: 2-3% trend, <0 recession

Nominal GDP

Total US GDP in current dollars. Denominator of the Buffett indicator and most fiscal ratios.

Normal: Trend ~4-5% nominal growth

Labor Productivity

Output per hour worked in the nonfarm business sector.

Normal: 1-2% growth

Industrial Production

Total output of manufacturing, mining, and utilities.

Normal: >100 expanding

Liquidity & Money Supply

M2 Money Stock

Broad money supply — captures liquidity pool flowing into assets and inflation. Leads CPI by 12-18 months.

Normal: 4-6% YoY growth, contraction = tightening

M2 Velocity

GDP / M2. Measures how actively money circulates. Rising velocity + stable M2 = inflationary.

Normal: Secular decline, inflections matter

Fed Balance Sheet (Total Assets)

Total Federal Reserve assets. Tracks QE/QT and post-QT reserve management. Pivots signal vol regime changes.

Normal: QE = expanding, QT = shrinking; post-2025 RMPs (~$40B/mo T-bills) expand B/S as plumbing, not QE

Overnight Reverse Repo

Excess liquidity parked at the Fed. Draining = tightening financial conditions.

Normal: Near-zero pre-2021, elevated = excess liquidity

Debt & Fiscal

Federal Debt to GDP

Total public debt as percent of GDP. Fiscal sustainability gauge.

Normal: <60% healthy, >100% elevated, >120% stress

Total Public Debt Outstanding

Total US federal debt outstanding. Denominator for the foreign-held share.

Normal: Secular rise; trajectory and funding mix matter

Monthly Federal Deficit

Monthly Treasury budget surplus/deficit. Real-time fiscal impulse.

Normal: Negative = deficit

Household Debt Service Ratio

Household debt payments as percent of disposable income. Consumer cracking catalyst.

Normal: 10-12% normal, >13% stress, >14% consumer collapse

Household Net Worth

Total household assets minus liabilities. Wealth effect drives spending.

Normal: Trend growth, sharp drops = recession risk

Trade & Dollar

Trade Weighted Dollar Index

Trade-weighted USD value vs. major trading partners.

Normal: Higher = EM stress

Trade Balance

Net exports of goods and services. Deficit widening + strong dollar = EM stress risk.

Normal: Persistent deficit, watch rate of change

Exports (Goods & Services)

Total US exports. Global demand signal.

Normal: Rising = global growth

Imports (Goods & Services)

Total US imports. Domestic demand + tariff impact gauge.

Normal: Rising = domestic demand

Net Foreign Investment

Net capital flows — proxy for current account. Negative = foreign financing dependency.

Normal: Persistent negative for US

Foreign Holdings of US Treasuries

Federal debt held by foreign & international investors — proxy for global central bank FX reserves parked in USD.

Normal: ~$7-8T currently; declining share = de-dollarization signal

Foreign-Held Share of US Debt

Foreign & international holdings of US Treasuries as a percent of total public debt outstanding. The de-dollarization gauge — a falling share means the rest of the world is funding less of the US deficit, pressuring term premium and the dollar.

Normal: ~23% and declining; ~34% a decade ago

Commodities & Hard Assets

WTI Crude Oil Price

US benchmark crude oil price per barrel.

Normal: $60-80 normal, >$100 inflation risk

Natural Gas — Henry Hub ($/MMBtu)

US benchmark natural-gas spot price. Drives heating, electricity, and industrial costs; more domestically-driven than oil.

Normal: Volatile; weather- and storage-driven

Retail Gasoline ($/gal)

US regular retail gasoline price — the most visible consumer price and a heavy input to inflation expectations and sentiment.

Normal: Sensitive to crude + refining margins

Gold (USD/oz)

LBMA PM fix. Safe haven, inversely correlated with real rates and USD.

Normal: Tracks real rates, USD, and geopolitical risk

Silver (USD/oz)

LBMA silver fix. Industrial + precious metal hybrid. More volatile than gold.

Normal: Tracks gold + industrial demand

Bitcoin (USD)

Coinbase BTC price. Risk-on digital asset, correlated with liquidity and speculative appetite.

Normal: Tracks liquidity conditions and risk appetite

Housing

Housing Starts

Annualized rate of new residential construction.

Normal: 1.3-1.6M annualized

Case-Shiller US Home Price Index

The benchmark repeat-sales measure of US home prices. Price direction is what turns the pristine mortgage book risky — falling prices erase the equity cushion that keeps delinquency low.

Normal: Index (Jan 2000 = 100)

Months' Supply of New Homes

Months it would take to sell current new-home inventory at the current sales pace. ~6 months is a balanced market; higher = buyer's market and downward price pressure.

Normal: ~6 balanced; >7 soft; <4 tight

Housing Affordability Index (NAR)

Whether a median-income family can afford a median-priced home (100 = exactly qualifies for the mortgage). Collapsed as prices and rates rose together — a key reason first-time buyers are frozen out.

Normal: 100 = median family qualifies; higher = more affordable

Consumer

Consumer Sentiment (UMich)

Survey-based measure of consumer confidence.

Normal: 80-100 normal, <70 pessimism

Real Personal Consumption

Inflation-adjusted consumer spending — 70% of GDP.

Normal: 2-3% YoY growth

Personal Saving Rate

Percent of disposable income saved. Buffer before consumer cracking.

Normal: 5-8%, <3% = running on fumes

Retail Sales

Advance monthly retail and food services sales.

Normal: 3-5% YoY growth

Market Valuation

US Total Market Cap (Corporate Equities)

Market value of nonfinancial corporate equities (FRED Z.1). Buffett's preferred market cap proxy and the numerator of the Buffett indicator.

Normal: Track relative to GDP, not the absolute level

Buffett Indicator (Market Cap / GDP)

Total US market cap as percent of nominal GDP. Buffett's 'best single measure' of valuation. >150% overvalued, >200% bubble territory — when stretched, tail hedges are attractive.

Normal: <100% undervalued, ~100% fair, >150% overvalued, >200% bubble

Volatility

VIX (S&P 500 Implied Vol)

30-day implied volatility of S&P 500 options. The price of protection.

Normal: 12-18 complacent, 20-25 elevated, >30 fear, >40 crisis

Wellbeing — Health & Mortality

Life Expectancy at Birth

Average years a newborn would live at current mortality rates. The single best summary of population health — the US decline/stagnation since ~2014 (deaths of despair, then COVID) is a rare reversal among rich countries.

Normal: ~79 pre-2020; dipped to ~76 in 2021

Drug Overdose Deaths (12-mo, CDC)

Rolling 12-month U.S. drug-overdose death count (CDC provisional). Updated monthly and genuinely timely — a real-time read on the 'deaths of despair' story. Fell from the ~2023 fentanyl-era peak but remains historically extreme.

Normal: ~70k pre-2020; peaked >110k in 2023

Health Spending per Capita

Health expenditures per person per year (USD). The US spends far more per capita than peers without matching life-expectancy gains — a cost/outcome efficiency signal.

Normal: Rising; ~$12k+ and among the highest globally

Wellbeing — Mental Health

Anxiety/Depression Prevalence (CDC Pulse)

Percent of adults reporting recent symptoms of anxiety or depressive disorder (CDC Household Pulse). Biweekly during 2020-2024 — one of the only near-real-time mental-health reads. Note: the survey paused this indicator in late 2024.

Normal: ~11% pre-pandemic (2019); spiked to ~40%+ in 2020-21

Wellbeing — Demographics & Family

Fertility Rate (births per woman)

Total fertility rate — lifetime births per woman at current rates. 2.1 is replacement level; the US has been below it and falling, a slow-moving driver of future labor force, growth, and entitlement math.

Normal: 2.1 = replacement; US ~1.6 and falling

Crude Birth Rate (per 1,000)

Births per 1,000 people per year. Broad demographic pulse; declining births feed through to schools, housing formation, and long-run growth.

Normal: US ~11 and declining