Analyst probability of transitioning out of current regime within 3 months.

Current score vs prior score for all 8 asset classes. Bars coloured by direction: red = bearish, green = bullish.

Safe Haven Positioning

Key Judgments

Nominal M2 growth progressively deflated. Each bar shows real purchasing power of money supply after removing a different inflation measure.

Asset class score evolution over time, derived from the persistent baseline version history.