The Spectrum

27 market voices, broken into comparable positions on six macro axes and tracked against the tape. Three separate views — where people stand, how their live bets are running, what has changed. The system shows; it draws no conclusion of its own.

Macro spectrum

where the field stands  ·  a distribution  ·  2026-08-11
growthweakerstrongerFFASinflationlowerhigherFFQQTTALASMRmonetaryloosertighterLGMRASALFFBDQQLAJBliquiditylessmoreDDFFKBQTdollarweakerstrongerLGFFJFLATTKBALfiscalconsolidationexpansionneutral
growthweakerstrongerFFASinflationlowerhigherFFQQTTALASMRmonetaryloosertighterLGMRASALFFBDQQLAJBliquiditylessmoreDDFFKBQTdollarweakerstrongerLGFFJFLATTKBALfiscalconsolidationexpansionneutral
growthweakerstrongerFFLMLGVSTYLAASDCEEinflationlowerhigherQQASDBJBVSFFDCLMLGEETYQTmonetaryloosertighterVSQQBSTTBDJFLMTYDCFFLGJBliquiditylessmoreDDQQMWLAQTDCLGTTSMASTYdollarweakerstrongerALLGTTTYfiscalconsolidationexpansionBSLGFFDCneutral
growthweakerstrongerFFLMLGVSTYLAASDCEEinflationlowerhigherQQASDBJBVSFFDCLMLGEETYQTmonetaryloosertighterVSQQBSTTBDJFLMTYDCFFLGJBliquiditylessmoreDDQQMWLAQTDCLGTTSMASTYdollarweakerstrongerALLGTTTYfiscalconsolidationexpansionBSLGFFDCneutral
growthweakerstrongerDCTYVSTNJFBDinflationlowerhigherVSSLLGFFTYTNmonetaryloosertighterTTDDDBQQJFliquiditylessmoreJFSLDDDBdollarweakerstrongerLGBJLAETBSfiscalconsolidationexpansionLALGTTETBDMWVSSLJFDBTYneutral
growthweakerstrongerDCTYVSTNJFBDinflationlowerhigherVSSLLGFFTYTNmonetaryloosertighterTTDDDBQQJFliquiditylessmoreJFSLDDDBdollarweakerstrongerLGBJLAETBSfiscalconsolidationexpansionLALGTTETBDMWVSSLJFDBTYneutral
Each dot is a speaker's lean; colour and initials are identity — click one to read the claim and check the source. The view shows where people stand; it takes no position on which scenario is right.

Forward races

how the live bets are running  ·  a tally, no winner  ·  2026-08-11  ·  price-benchmarked bets only
US 10-Year Treasury YieldTTDCFFQQDDTTQTLGLGLGJBTYQTTYJFASTNVSLGLGBDLGLGBSBSLGLGLGDCQQLGUS Dollar Index (DXY, ICE)TTKBTTJFETBJBJBJBJLALALGLGALBSETLGBJLALGFFS&P 500LMBSDCLGQTTNQTTYTYBDASSMEEEEDCDCDCDCDCQQUS 2-Year Treasury YieldTTTTFFLGQQUS Yield Curve 10Y-2YTTQTQQLMGold (USD/oz)LGLGWTI Crude Oil (USD/bbl)TYAS← moving againstfresh · 0% elapsedmoving with →
●  moving with  ·  ◎ ring = againstleft = against · centre = fresh · right = withdistance from centre = % of horizon elapsed
Left of centre the benchmark moves against the bet, right with it; distance from centre is how much of the horizon has elapsed. A running stand, not a verdict — no winner is called here.

What moved

change, if any  ·  round-over-round  ·  2026-08-11
Luke Gromenmonetarytighterlooser
the tally
1 flipped68 new7 same22 dropped
Viktor Shvets: 10 new  ·  Jim Bianco: 6 new  ·  Luke Gromen: 12 new, 1 flip, 4 same, 6 dropped  ·  Tyler Neville: 3 new  ·  Quinn Thompson: 5 new  ·  Jack Farley: 5 new, 2 dropped  ·  Tyler: 1 same, 1 new, 7 dropped  ·  Quinn: 2 new, 5 dropped  ·  Mikkel Rosenvold: 2 new  ·  Andreas Steno: 4 new, 2 same, 2 dropped  ·  Andreas Steno Larsen: 5 new  ·  Tian Yang: 11 new  ·  Max Wiethe: 2 new
Each speaker vs the same speaker’s last stance on that axis (any prior round) — the system reports the change, it does not judge who was right.
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