68 instruments, grouped by the questions they answer
together. A tile can sit in more than one group — that is the
cross-referencing. Each code opens that instrument's own page; states
and values are the pipeline's own, dated 2026-06-08.
The grouping is a reading aid, not a measurement — nothing here is
scored, weighted, or combined. The definitions live in the open
repository like everything else.
state
family
cadence
68 of 68 instruments
The Debt
Can the debt be carried — and who is carrying it?
C4 is the raw scale. C8 sets it against the economy that carries it, C5 reads what it already claims of every revenue dollar, C14 how much must roll within a year, F10 whether the rolls are clearing, and C15 who has been showing up to fund it. F4, F5, and F6 are the price demanded for holding the duration; F12 the appetite behind the dollar itself.
the debt against the economy that carries it— higher than ~96% of its last 30 years — trending series sit near their own extreme most days; the state reads distance from typical, not rank
C1 is the level, C11 the slack the headline hides, F9 the fastest tell, F14 the harder-to-leave companion (continued claims), C16 how long the jobless stay jobless, C9 whether the realized recession convention has tripped. C10 reads confidence as action — who dares to quit. D3 asks who is in the game at all, D5 how many industries the growth comes from, C27 who carries the stress, and S2 whether the paycheck beats prices. The composition cluster (C17–C23) reads what the headline rate hides — see The Freeze.
worker confidence — who dares to quit— lower than ~98% of its last decade — near the bottom of its record — trending series sit near their own extreme most days; the state reads distance from typical, not rank
C2 is the headline, C3 the Fed’s preferred cut, F8 whether expectations stay anchored five years out. S1 is the crude old sum of prices and joblessness, kept as the credentialed cousin.
How does it feel out there — and does the feeling match?
C6 is the felt mood, S1 the arithmetic cousin, C10 confidence expressed as action. The Sentiment Gap coefficient on the Cost of Existence page reads the distance between the mood and the fundamentals that usually produce it.
worker confidence — who dares to quit— lower than ~98% of its last decade — near the bottom of its record — trending series sit near their own extreme most days; the state reads distance from typical, not rank
M1 is the altitude, M2 the speculative appetite, M5 the leverage propping the climb. F1 and F13 are what credit charges for risk, F2 how nervously it all reprices, F7 the curve’s standing verdict, F11 how loose the conditions feeding it, F15 how violently the bond market itself is repricing. The pop detectors are the fast tells; these measure available gravity. No predictions.
Where does the wealth sit — and who keeps the output?
Two cuts of one question. The wealth cut: S6 and S7 are the legs of the K, S9 the middle 40%, S10 the professional band, S11 and S12 the generational ledger, S8 the long official income record. The functional cut: S13 is labor’s slice of what corporations produce, S14 profits’ slice of the economy — a pair, read together. S15 is the asset-side counterweight: accumulated net worth against a year’s disposable income.
Labor's share of corporate output (compensation / value added)54.49
workers' slice of what corporations produce— lower than ~100% of its last decade — near the bottom of its record — trending series sit near their own extreme most days; the state reads distance from typical, not rank
S4 is debt service against income (S3 its discontinued wider cousin, kept honestly stale), C12 where stress breaks first, S2 whether wages keep up, D4 whether shelter is being built at all. The full basket arithmetic lives on the Cost of Existence page.
D1 is businesses being born, D2 the productivity under real wages, D3 participation, D4 shovels in the ground, D5 the breadth of the hiring engine. A board that must be able to read green needs tiles where green is a reading, not an absence — these are them.
The headline rate hides this. C17 is the white-collar share of payrolls, C18 the temp-help leading tell. C19 (hires) and C20 (layoffs) complete the JOLTS churn triplet with quits (C10): low hires beside low layoffs is a frozen market, not a healthy one. C21 is the vacancy-to-unemployment tightness gauge, C22 the share stuck jobless past 27 weeks, C23 the new entrants who can’t get a first foothold.
worker confidence — who dares to quit— lower than ~98% of its last decade — near the bottom of its record — trending series sit near their own extreme most days; the state reads distance from typical, not rank
Is the banking and credit system carrying its load?
Where stress breaks first now. F17 watches the deposit base for flight, C26 whether banks are pulling back lending, C24 households falling behind on cards, C25 the slow commercial-real-estate risk, C12 mortgages. Funding-market plumbing (F19) and regional-bank strength (F18) are declared on Methodology, awaiting a feed.
How tight is money, and how fast is credit growing?
C30 is the real policy rate — the stance, neither tight nor loose called a verdict. C31 is money growth, C32 bank-credit growth, F16 the curve the Fed’s own recession research prefers. The r* gap (C33) is declared on Methodology, awaiting an automated parse.
How large is the state, and how self-supplied is the economy?
Context, not strain. C28 is the size of the federal government against the economy that funds it; C29 the volume of domestic oil & gas extraction. Shown plainly, scored by no one.