Macro Dashboard

You're watching the macroeconomic backdrop: Fed rate decisions, economic data releases (GDP, CPI, jobs), and the current market regime. Regime matters because different sectors outperform at different points in the cycle — tech and growth in early expansion, defensives and energy in contraction. Getting the macro regime right is worth more than any single stock pick. An inverted yield curve (short rates above long rates) has preceded every US recession in the last 50 years.