Macro live-refreshable · sector & playbook data ~22 Jul 2026
Snapshot
What changed—
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Where we are
Growth axis—
Inflation axis—
Trajectory origin: seeded baseline
Macro inputs — edit to stress-test
Policy & risk overlay
Sector tilts — macro view
Layer 2 · Does price confirm the macro?
Each sector's macro tilt (L1) set against its actual relative-strength momentum. Agreement = high conviction. Conflict = the macro says one thing and the tape says another — the trades worth a second look.
Snapshot · 17 Jul 2026
SectorMacroMomentumRead
Layer 3 · Names inside the favored sectors
The most liquid leaders in the sectors that clear both filters (macro + momentum). These are a research shortlist, not signals — precise per-name ranking needs the market-data backend. Focus sectors are driven live by L1 × L2.
Intraweek playbook — today & tomorrow
Evidence-graded timing patterns for the trading week. strong = robust & current · moderate = real but conditional · weak = historical/decayed, shown for awareness. Bias, not a guarantee.
Today
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Tomorrow's hints
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Event radar
What this is. A disciplined, transparent read of the cycle and the tape — decision-support, not investment advice or a predictor. Tilts are relative, the frameworks are probabilistic, and a transitional regime gives a weaker signal than a clean one. Macro refreshes live in this artifact; sector, stock, and playbook data run on the built-in snapshot until the market-data backend is wired.