Macro Dashboard

Liquidity Monitor

Six signals defining Kostolany's "money" axis of the Trend equation โ€” rates, money supply, central bank balance sheet, credit spreads, dollar strength, and volatility.

Source: FRED ยท Updated โ€”
โ€” /10
Net Liquidity Score
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โ€”
โ€”
Interest Rates
Fed Funds vs 10Y Treasury
โ€”
Fed Funds
โ€”%โ€”
10Y Yield
โ€”%โ€”
2s10s
โ€”%โ€”
Fed Funds ยท 10Y
Kostolanyโ€”
Money Supply (M2)
YoY growth of money stock
โ€”
M2 YoY
โ€”%โ€”
M2 Total
$โ€”T
3M Avg
โ€”%
M2 YoY %
Kostolanyโ€”
Fed Balance Sheet
QE / QT direction
โ€”
Total Assets
$โ€”Tโ€”
Stance
โ€”
Drawdown
โ€”%โ€”
Total Assets ($T)
Kostolanyโ€”
Credit Spreads
HY vs IG corporate OAS
โ€”
HY OAS
โ€”bpsโ€”
IG OAS
โ€”bpsโ€”
Regime
โ€”
HY ยท IG ยท 500bps stress
Kostolanyโ€”
US Dollar Index
Real broad dollar index (RTWEXBGS)
โ€”
Dollar Level
โ€”โ€”
30-Day Direction
โ€”
Regime
โ€”
Broad USD Index
Kostolanyโ€”
Volatility (VIX)
Market fear gauge
โ€”
VIX Level
โ€”โ€”
30-Day Prior
โ€”
Regime
โ€”
VIX ยท 20 / 30 thresholds
Kostolanyโ€”
Charts powered by TradingView Lightweight Charts. Data from FRED. Updates daily at 11:00 UTC.