Daily briefs

Macro regime unavailable this run (staleSources: macroState); equities bid (SP500 +0.55%, XYZ100 +0.66%) while both crude benchmarks slide (CL -1.57%, Brent -0.80%), pointing to a bifurcated picture - equity risk-on but deflationary commodi...

Macro regime unknown (macroState stale) but cross-asset prints are readable: oil off 3-4% (CL and BRENTOIL both hard down) signals energy-specific selling while equities (SP500 +0.8%, XYZ100 +1.1%) hold, a split read not a broad risk-off fl...

Macro regime unknown this run - macroState unavailable. Oil is the cross-asset tell: WTI and Brent both down 5-6% while gold and silver bid, pointing to rotation out of energy and into safe havens; equity index perps are flat-to-positive, n...

Equities sold into risk-off with SPX and Nasdaq both down 0.65%, but semiconductor names broke hard green (SNDK +5%, MU +3%, INTC +2.5% - memory cycle thesis is the session's strongest sector bid). Precious metals liquidating hard (SILVER -...