📊 Macro Risk Monitor
VIX • Credit Spreads • Liquidity Gauges
🟡
NEUTRAL
Market Regime: Balanced
VIX Fear Gauge
YELLOW23.3
VIX at 23.3 indicates elevated market fear levels
Credit Spreads
GREEN1.1%
Credit spreads at 1.1% indicate tight credit conditions
Liquidity Gauge
YELLOW1.08x
Volume ratio at 1.08x indicates normal market liquidity
📋 Positioning Recommendations
- Maintain balanced 60/40 equity/bond allocation
- Mix of growth and value stocks
- Keep normal cash buffer (5-10%)
- Monitor for regime changes
⚡ Risk Hook for Trading
Signal Strength
80%
Current NEUTRAL regime suggests balanced positioning for tactical trades.
🏗️ Commodity Market Context
☢️ Uranium Outlook
Mixed signals suggest selective approach. Focus on supply-constrained names like those with enrichment capabilities.
⚪ Platinum Outlook
Automotive demand pressured but hydrogen long-term themes intact. Consider supply-side constraints from SA.