The thesis and 8 component signals that define what we expect the market to do

INVESTMENT THESIS

Rate Cuts and Fiscal Spending Support Risk Assets in 2026

2 green, 3 yellow, 3 red

Split economy — business CapEx (AI/data centers) + fiscal spending drive growth, consumers squeezed by inflation + labor softening, Fed cuts under political pressure despite above-target inflation

The Fed is cutting into a growing economy with fiscal tailwinds — historically the best setup for risk assets

Component Check: 2 green, 3 yellow, 3 red
Rates Inflation Labor Consumer Credit Fiscal Growth Market Signals
Watch: New Fed Chair May 2026 2026 Midterm Elections November 2026 Tariff Trajectory Ongoing AI Investment Cycle Ongoing

Components

2 green, 3 yellow, 3 red

Rates

The Bet

The bet is that the Fed keeps cutting through 2026 even with above-target inflation, under political pressure and concern about labor softening. Lower rates reduce borrowing costs for businesses and consumers, support asset prices, and make risk-taking cheaper. The 10-year yield and real rates show whether markets believe the cuts will stick or whether long-end rates are fighting the Fed.

What Breaks It

Inflation re-accelerates and forces the Fed to pause or reverse — real rates stay high, long-end yields spike, and the rate-cut tailwind evaporates.

What We Watch

Fed Funds Rate, Real Fed Funds Rate, 10-Year Treasury, 10-Year TIPS Yield

Where We Are

Fed Funds at 3.64% with real Fed Funds now at 0.10% — still deep in Financial Repression as core PCE at 3.29% continues to erode real policy rates. The 10-year at 4.45% has pulled back slightly from last week's 4.57%, retreating from Fiscal Strain territory but not convincingly. The rate-cut mechanism remains frozen; the ceasefire-driven oil decline is the first credible path to unlocking it, but Warsh has given no framework yet. Changed from yellow — remains yellow, but with modest internal improvement on the 10-year.

Inflation

The Bet

The bet is that inflation stays above the Fed's 2% target but doesn't re-accelerate — a 'hot but stable' regime that gives the Fed political cover to keep cutting. Core PCE and CPI track actual price pressures, while UMich expectations and breakevens show whether consumers and markets believe inflation will stay contained. If expectations become unanchored, the Fed loses its ability to cut without triggering a confidence crisis.

What Breaks It

Core inflation re-accelerates above 3.5% or expectations spike — the Fed is forced to pause cuts and may need to tighten, removing the key pillar of the thesis.

What We Watch

Core PCE YoY, Core CPI YoY, MICH, 10-Year Breakeven Inflation

Where We Are

Core PCE at 3.29% YoY is Running Hot and has actually accelerated from last week's 3.20% reading — the April print captured the old $112 energy regime, not the new one. Core CPI at 2.74% remains Near Target, maintaining the divergence. 1-year inflation expectations at 3.54% are Elevated and have not budged despite the oil move. Breakevens at 2.39% are marginally better than last week's 2.40%. The disinflationary tailwind from WTI's drop to $97.63 is real but has not yet appeared in any lagged data measure. Three consecutive weeks of red; no change.

Labor

The Bet

The bet is that the labor market softens gradually but doesn't crack. AI and productivity gains offset some job losses, keeping unemployment from spiking. The Fed watches labor closely — a rapid deterioration would shift cuts from 'gradual easing' to 'emergency rescue,' which is a different (and worse) scenario for risk assets. JOLTS openings show whether businesses are still hiring, while initial claims are the earliest warning of layoff acceleration.

What Breaks It

Unemployment jumps above 5% or initial claims surge past 350K sustained — the soft landing narrative collapses and the Fed is cutting into a recession, not a growing economy.

What We Watch

Unemployment Rate, Initial Jobless Claims, JOLTS Job Openings

Where We Are

Unemployment holds at 4.30% in Full Employment territory. Initial claims at 215,000 have ticked up from last week's 209,000 but remain in Very Tight territory — still well below the year-ago 239,000. JOLTS at 6,866K is in Healthy Demand, unchanged. The labor market remains the thesis's strongest anchor, with no cracks visible in the leading indicators.

Consumer

The Bet

The bet is that consumers are squeezed from both sides — persistent inflation erodes purchasing power while the labor market softens — but they keep spending by drawing down savings and taking on debt. This is the weakest link in the thesis: consumer spending drives 70% of GDP, and a consumer pullback would undermine the growth story. Savings rate, sentiment, delinquencies, and debt service ratio together paint the picture of how much runway consumers have left.

What Breaks It

Savings rate drops below 3%, delinquencies spike above 4.5%, and sentiment craters below 70 simultaneously — consumers are tapped out and spending contracts.

What We Watch

Personal Savings Rate, Consumer Sentiment, Credit Card Delinquency Rate, Debt Service Ratio

Where We Are

Consumer sentiment at 49.80 remains in Despair territory — below the 50 floor triggered last week and confirmed this week with no improvement. Savings rate at 2.60% has compressed further from last week's 3.60% reading — now firmly Depleted, not merely Stretched. Delinquencies at 2.92% and debt service at 11.32 remain Normal and Manageable, but these are Q4 2025 data. The savings rate deterioration is the new development this week: 2.60% is the worst reading in this dataset, down from 5.80% two years ago. Consumer deepens red.

Credit

The Bet

No strong directional bet on credit — it's a monitoring component. Credit spreads are the bond market's real-time vote on corporate health. BBB spreads show investment-grade stress (the line between safe and risky), while high-yield spreads show junk bond risk (the most vulnerable companies). When spreads are tight, money is cheap and flowing. When they blow out, refinancing becomes expensive and weaker companies start defaulting.

What Breaks It

BBB spreads above 2.5% and HY spreads above 6% sustained — credit conditions are tightening enough to choke corporate borrowing and trigger a wave of downgrades.

What We Watch

BBB Corporate Bond Spread, High Yield Spread

Where We Are

BBB spreads at 0.93% and high yield at 2.72% are both tighter than last week (0.94% and 2.78%), continuing their compression. BBB is at the lower bound of Tight Spreads; HY remains in Reaching for Yield territory. Credit markets are behaving as if the ceasefire is real, the oil shock is over, and the soft landing is intact. The contradiction between credit calm and consumer Despair has never been wider. Unchanged yellow — but the internal compression is worth flagging.

Fiscal

The Bet

The bet is that government spending continues to flow — infrastructure, defense, AI investment incentives — supporting headline GDP growth even as the private consumer weakens. Debt-to-GDP is the key constraint: markets tolerate elevated debt as long as the economy grows and interest costs stay manageable. A fiscal pullback (austerity, spending cuts, debt ceiling crisis) would remove a key growth pillar.

What Breaks It

Debt-to-GDP above 130% triggers bond market anxiety, or a political crisis forces spending cuts — the fiscal tailwind disappears.

What We Watch

Debt/GDP Ratio

Where We Are

Debt/GDP at 123.1% (calculated) continues its structural drift — Deteriorating by the component definition, up from 118.8% a year ago and 118.8% two years ago. Total public debt at $39.18 trillion, up another $220 billion since last week's $38.95 trillion. April showed a monthly surplus of $257 billion — but this is a tax-season artifact driven by $946 billion in April tax receipts, identical to last year's $941 billion, providing no structural improvement. The average interest rate on debt at 3.37% keeps compounding as pandemic-era low-rate debt rolls over. No change to red.

Growth

The Bet

The bet is that GDP stays positive, driven by business CapEx (the AI investment boom) and fiscal spending, even as the consumer weakens. GDPNow provides the real-time GDP nowcast while WEI gives a weekly pulse on economic activity. Together they show whether the growth story is intact or whether the economy is rolling over.

What Breaks It

GDPNow drops below 1% or WEI turns negative — growth is stalling and the thesis shifts from 'rate cuts into growth' to 'rate cuts into recession.'

What We Watch

GDPNow Real-Time GDP Estimate, Weekly Economic Index

Where We Are

GDPNow at 3.82% as of April 1 — notably lower than last week's stale 4.26% reading — reflects a real-time GDP estimate that is healthy but not the blockbuster reading the prior analysis was working with. WEI at 3.02% as of May 23 has ticked up from last week's 2.99%, now clearly in Healthy Growth territory and accelerating from 2.05% a year ago. The composition caveat remains: nominal growth is doing much of the heavy lifting with core PCE at 3.29%. But the WEI's weekly pulse is the most current data in the system and it is improving. Unchanged yellow.

Market Signals

The Bet

No directional bet — this is a monitoring component for risk appetite and market structure. VIX shows implied volatility (fear vs. complacency), while S&P 500 vs RSP shows whether gains are broad-based or concentrated in a few mega-caps. A narrow rally with rising VIX is a fragile market. Broad participation with low VIX is a healthy one.

What Breaks It

VIX above 25 sustained with extreme market concentration — the rally is fragile and vulnerable to a sharp correction.

What We Watch

VIXCLS, Market Breadth

Where We Are

VIX at 15.74 is firmly in Low Volatility territory, down from 18.81 a month ago and below last week's 16.76. Market breadth at +1.91% is positive and has improved from last week's +1.50% — broad participation, not mega-cap concentration. S&P at a new all-time high, Russell 2000 at 290.43 (up from 285.12), EFA at 104.80 (up from 103.98), EEM at 68.60 (up from 65.88) — the rally is geographically and size-factor broad. Unchanged green, with internal improvement.

Watch Items

New Fed Chair
May 2026
Powell's replacement could shift monetary policy orientation. A dovish chair accelerates the thesis; a hawkish surprise challenges it.
2026 Midterm Elections
November 2026
Election outcomes affect fiscal policy trajectory. A shift in congressional control could mean spending cuts or expansion — directly impacting the fiscal growth pillar.
Tariff Trajectory
Ongoing
Escalating tariffs act as a supply-side inflation shock and drag on trade-dependent sectors. De-escalation removes a headwind; escalation adds inflation pressure.
AI Investment Cycle
Ongoing
The CapEx boom in AI infrastructure (data centers, chips, power) is a key growth driver. A slowdown in AI spending would weaken the business investment pillar of the thesis.