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MACRO RADAR · May 1, 2026 · 03:15 UTC

· OVERHEATING · Gauge: 33.8/100 • BTC:

MACRO RADAR · May 1, 2026, 03:15 UTC

(YoY -3.03%) US M2: $22.69T (YoY +4.57%) ▲ HY Credit Spreads:

Key indicators

US M2
$22.69T (YoY +4.57%)

Risk-on · Neutral

· OVERHEATING · Gauge: 33.8/100 • BTC:

$76,537

• ETH:

$2,266

• SOL:

$83.56

• GOLD:

$4,616

SPY:

$718.66

(+1.0%) QQQ:

$667.74

(+1.5%) VIX:

16.9

(-10.2%) TLT:

$85.62

(-0.9%) DXY:

98.1

(-0.8%) OIL:

$105.5

(-1.3%)

Liquidity & Credit

▼ Global CB Liquidity:

$18.14t

(YoY -3.03%) US M2: $22.69T (YoY +4.57%) ▲ HY Credit Spreads:

286bps

CALM (5d: 0bps)

Notable Z-scores

▼ 2Y Treasury: +2.80σ ▼ 10Y Treasury: +2.79σ ▼ 30Y Treasury: +2.33σ ▼ 10Y Breakeven Inflation: +2.19σ ▲ Jobless Claims: -2.17σ

Overnight vs US Close

▲ NVDA: +8.5% ▲ SOL: +0.6%

Top Movers

▼ VIX $16.89 (-10.2%) ▼ BRENT $112 (-5.4%) — ECB sees two rate hikes if Brent stays above $100 – Reuters ▲ SOXX $461 (+5.2%) ▲ MOH $195 (+4.9%) ▲ EWY $161 (+4.1%) ▲ KHYPE $41.04 (+2.7%) ▼ ZEC $345 (-2.6%) ▲ HYPE $40.35 (+2.6%)

Hegemony Snapback

▲: 0.5/6 —

Normal

If the US topples adversarial regimes and reasserts hegemony, the multipolar mega-trade reverses — stronger dollar, weaker gold, short rates, and EM rotation unwinds — Oil: $100 (>$95) agentcanary.ai | Not financial advice