The Macro Dashboard Weekly — week ending 2026-05-22 Summary: The public macro dashboard currently shows Reflation as the leading KISS market regime with a Risk-on bias. Liquidity is in a Calm cycle with a Calm nowcast, while the Gavekal framework is in Inflationary Bust. KISS context: - Regime: Reflation (Risk-on) - GRID: Reflation - Liquidity input: Bullish - Current public model stance: Stocks 60%, Gold 0%, Bitcoin 5%, Cash 35%. - Allocation-change alerts are posted by the KISS account:

The Macro Dashboard - KISS

Public KISS model allocation change alerts from The Macro Dashboard. Posts only when model allocations change.

This weekly account is for broader macro context, discussion, and replies. Follow the KISS account if you only want confirmed allocation updates. Liquidity Cycle: - Cycle regime: Calm - Nowcast: Calm - Read-through: The smoothed cycle regime remains in a stable calm phase with no persistent transition signal yet. Gavekal Regime: - Quadrant: Inflationary Bust - Inflation ratio: Gold / 10Y Treasuries is above its 7-year moving average. - Growth ratio: S&P 500 / Oil is below its 7-year moving average. Notable changes this week: - KISS liquidity input: Neutral -> Bullish. - Liquidity nowcast: Speculation -> Calm. Chart: Dashboards:

The Macro Dashboard

The Macro Dashboard | Public Macro Signals

Track public-data macro signals for portfolio allocation, liquidity-cycle risk, and Gavekal-style regime analysis in one dashboard.

The Macro Dashboard

Portfolio Signals | The Macro Dashboard

Review dynamic portfolio allocation signals built from public market momentum, growth, inflation, liquidity, and risk-regime data.

The Macro Dashboard

Liquidity Cycle | The Macro Dashboard

Monitor the public-data liquidity-cycle nowcast, including funding stress, market plumbing signals, and regime transition warnings.

The Macro Dashboard

Gavekal Regime | The Macro Dashboard

Explore a public-data Gavekal-style regime map using growth and inflation proxy ratios to classify the current market quadrant.

Public dashboard summary only. Not investment advice.

The Macro Dashboard Weekly — week ending 2026-05-15 Summary: The public macro dashboard currently shows Reflation as the leading KISS market regime with a Risk-on bias. Liquidity is in a Calm cycle with a Speculation nowcast, while the Gavekal framework is in Inflationary Bust. KISS context: - Regime: Reflation (Risk-on) - GRID: Reflation - Liquidity input: Neutral - Current public model stance: Stocks 60%, Gold 0%, Bitcoin 5%, Cash 35%. - Allocation-change alerts are posted by the KISS account:

The Macro Dashboard - KISS

Public KISS model allocation change alerts from The Macro Dashboard. Posts only when model allocations change.

This weekly account is for broader macro context, discussion, and replies. Follow the KISS account if you only want confirmed allocation updates. Liquidity Cycle: - Cycle regime: Calm - Nowcast: Speculation - Read-through: The smoothed cycle regime remains in a stable calm phase with no persistent transition signal yet. Gavekal Regime: - Quadrant: Inflationary Bust - Inflation ratio: Gold / 10Y Treasuries is above its 7-year moving average. - Growth ratio: S&P 500 / Oil is below its 7-year moving average. Notable changes this week: - Liquidity nowcast: Calm -> Speculation. Chart: Dashboards:

The Macro Dashboard

The Macro Dashboard | Public Macro Signals

Track public-data macro signals for portfolio allocation, liquidity-cycle risk, and Gavekal-style regime analysis in one dashboard.

The Macro Dashboard

Portfolio Signals | The Macro Dashboard

Review dynamic portfolio allocation signals built from public market momentum, growth, inflation, liquidity, and risk-regime data.

The Macro Dashboard

Liquidity Cycle | The Macro Dashboard

Monitor the public-data liquidity-cycle nowcast, including funding stress, market plumbing signals, and regime transition warnings.

The Macro Dashboard

Gavekal Regime | The Macro Dashboard

Explore a public-data Gavekal-style regime map using growth and inflation proxy ratios to classify the current market quadrant.

Public dashboard summary only. Not investment advice.

Did the OpenAI Codex weekly limit decrease substantially this week? Usually I'm at 80-90% remaining at the end of the week

The Macro Dashboard Weekly — week ending 2026-05-08 Summary: The public macro dashboard currently shows Reflation as the leading KISS market regime with a Risk-on bias. Liquidity is in a Calm cycle with a Calm nowcast, while the Gavekal framework is in Inflationary Bust. KISS: - Regime: Reflation (Risk-on) - GRID: Reflation - Liquidity input: Neutral - Public model stance: Stocks 60%, Gold 0%, Bitcoin 5%, Cash 35%. Liquidity Cycle: - Cycle regime: Calm - Nowcast: Calm - Read-through: The smoothed cycle regime remains in a stable calm phase with no persistent transition signal yet. Gavekal Regime: - Quadrant: Inflationary Bust - Inflation ratio: Gold / 10Y Treasuries is above its 7-year moving average. - Growth ratio: S&P 500 / Oil is below its 7-year moving average. Notable changes this week: - Inaugural weekly public macro dashboard snapshot. Chart: Dashboards:

The Macro Dashboard

The Macro Dashboard | Public Macro Signals

Track public-data macro signals for portfolio allocation, liquidity-cycle risk, and Gavekal-style regime analysis in one dashboard.

The Macro Dashboard

Portfolio Signals | The Macro Dashboard

Review dynamic portfolio allocation signals built from public market momentum, growth, inflation, liquidity, and risk-regime data.

The Macro Dashboard

Liquidity Cycle | The Macro Dashboard

Monitor the public-data liquidity-cycle nowcast, including funding stress, market plumbing signals, and regime transition warnings.

The Macro Dashboard

Gavekal Regime | The Macro Dashboard

Explore a public-data Gavekal-style regime map using growth and inflation proxy ratios to classify the current market quadrant.

Public dashboard summary only. Not investment advice.