Terminal

Institutional macro cockpit

Regime

CIO House View

Nowcast

real-time growth & recession pulse

Policy & Rates

the front of the causal chain

US Treasury Curve

3M → 30Y

Real Yield vs Breakeven

10Y nominal = real + breakeven

Growth & Inflation

latest print · Δ · z

Risk Gauges

conditions · credit · vol · liquidity

Financial Conditions

>0 tight · <0 loose

Credit Stack

OAS · <300 complacent → >800 crisis

Cross-Asset Volatility

equity · rates · commodity

Liquidity

reserves − RRP − TGA

Cross-Asset

does the tape confirm the Quad?

Cross-Asset Monitor

Sector Relative Strength

RS vs SPY

Positioning (CFTC COT)