Indicator Value Source Frequency
Fed Funds Rate 5.25–5.50% Federal Reserve Last FOMC
CPI (YoY) BLS Monthly
Core PCE (YoY) BEA Monthly
10Y Treasury Treasury.gov Daily
2Y Treasury Treasury.gov Daily
2s10s Spread Calculated Daily
VIX CBOE Real-time
Unemployment BLS Monthly
ISM Manufacturing ISM Monthly
Consumer Confidence Conference Board Monthly

Live values populate after the experiment begins June 1, 2026. Data sourced from FRED, BLS, Treasury.gov, and CBOE.

How Macro Data Affects Trading

Fin45's AI agent doesn't trade macro events directly. Instead, macroeconomic conditions calibrate the agent's overall risk posture: sector allocation, position sizing, and exposure limits all adjust based on the macro regime.

Three macro regimes are tracked: Risk-on (falling VIX, steepening yield curve, strong employment), Risk-off (rising VIX, inverting curve, weakening data), and Transition (mixed signals, tightening ranges). Each regime triggers different sector weightings and position limits.

Key Relationships

Yield Curve

An inverted 2s10s spread has preceded every US recession since 1970. Fin45 reduces equity exposure when inversion deepens.

VIX Regime

VIX below 15: full position sizing. VIX 15–25: reduced sizing. VIX above 25: minimum exposure, wait for signal clarity.

Fed Pivot

Rate cut expectations (via Fed funds futures) shift sector weights toward growth and away from value/defensive.

Inflation Trend

Rising CPI/PCE favors energy and materials. Falling inflation favors tech and growth. Fin45 adjusts sector exposure accordingly.

Frequently Asked Questions

Where does Fin45 get macroeconomic data?

Primary sources include FRED (Federal Reserve Economic Data), BLS (Bureau of Labor Statistics), BEA (Bureau of Economic Analysis), Treasury.gov for yield data, and CBOE for volatility indices. All data is accessed via official APIs.

Does Fin45 predict macro events?

No. Fin45 reacts to released data rather than predicting it. The agent processes economic releases within seconds of publication and adjusts risk parameters accordingly. Prediction market data provides forward-looking probability estimates.

How does the yield curve affect stock selection?

A steepening yield curve (long rates rising faster than short rates) historically favors financials and cyclicals. An inverting or inverted curve favors defensive sectors (utilities, staples, healthcare). Fin45 adjusts sector allocation weights based on curve shape.

What happens during a VIX spike?

When VIX exceeds 25 (elevated fear), Fin45 reduces all position sizes to minimum levels and requires higher conviction thresholds (0.85 vs. normal 0.75) for new trades. This prevents entering positions during dislocated markets.