MACRO COCKPIT v2026
Market Regime: Soft Landing (Pending) VIX: --
PRICE ACTION TV CHART
SYMBOL PROFILE & FUNDAMENTALS DEEP DIVE
REGIME PROBABILITY (2026) ENGINE V1
S1: Soft Landing
Disinflation + Growth
45%
S2: Stagflation (Nixon)
Inflation Sticky + Growth Slow
20%
S3: Hard Landing (Volcker)
Rates Spike -> Recession
15%
S4: Trust Crisis
Fiscal/Geopol Shock
20%
CROSS-ASSET SENTIMENT REALTIME
Gier/Speculation (Crypto) vs. Angst/Hedge (Gold, Bonds, VIX)
PORTFOLIO PLAYBOOK (S1 Active) STRATEGY
Equities (US/Growth) Overweight (50-60%)
Bonds (Duration) Neutral (20-30%)
Commodities/Gold Underweight (5-10%)
Cash Low (< 5%)
RISK TRIGGERS AI SCAN
Fiscal
US Treasury Auction
Watching for demand weakness (Tail risk for S4).
Geopol
Tariff Threats China
Keyword scan: "Retaliation" -> Increases S2 probability.
Fed
Powell Speech Tomorrow
Focus on "sticky inflation" wording.