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Fed Funds Rate — Predictors
2Y−FF spread + PCE momentum → next-12-month Fed direction (83% when they agree). 3-pane interactive chart.
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Inflation Nowcast
Official CPI / Core CPI / PCE / Core PCE (YoY) with the Cleveland Fed daily nowcast tip.
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Macro Indicators Lecture
The macro-indicator reference + the SPX / NY real-estate predictability chapters.
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AI-Cycle Health Dashboard
18 indicators in 5 buckets + a froth/bubble overlay, scored for current & future health.
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AI Boom — Lecture
Education: where we are in the AI cycle, graded against the Asia-'97 / dotcom-'00 rubric.
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SentimenTrader Integration
How the SentimenTrader sentiment feed wires into the AI-cycle tracker.
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Rotation Playbook
Sector / asset rotation playbook by cycle regime.
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Each dashboard is generated by its own script (e.g. Refresh_FFR_Dashboard.py). After updating one, re-run Publish_Research_Site.py and re-deploy to refresh this site.