· OVERHEATING · Gauge: 48.1/100 • BTC:
MACRO RADAR · May 5, 2026, 03:15 UTC
(YoY -3.06%) US M2: $22.69T (YoY +4.57%) ▲ HY Credit Spreads:
Key indicators
- US M2
- $22.69T (YoY +4.57%)
Neutral · Neutral
· OVERHEATING · Gauge: 48.1/100 • BTC:
$80,477
• ETH:
$2,365
• SOL:
$84.43
• GOLD:
$4,517
SPY:
$718.01
(-0.1%) QQQ:
$672.88
(+0.8%) VIX:
18.3
(+7.7%) TLT:
$84.96
(-0.8%) DXY:
98.5
(+0.3%) OIL:
$104.18
(-2.1%)
Liquidity & Credit
▼ Global CB Liquidity:
$18.23t
(YoY -3.06%) US M2: $22.69T (YoY +4.57%) ▲ HY Credit Spreads:
283bps
CALM (5d: -3bps)
Notable Z-scores
▼ 30Y Treasury: +2.35σ ▲ Jobless Claims: -2.13σ ▲ Gold: -2.10σ ▼ 10Y Breakeven Inflation: +2.03σ ▼ 10Y Treasury: +1.92σ
Overnight vs US Close
▲ NVDA: +7.6% ▲ BTC: +0.7% ▲ ETH: +0.7%
Top Movers
▲ TON $1.74 (+17.6%) ▲ VIX $18.29 (+7.7%) ▲ PENGU $0.01061 (+6.0%) ▲ MORPHO $2.07 (+4.0%) ▼ WTI $104 (-2.1%) ▼ GLD $415 (-2.1%) ▼ OIL $104 (-2.1%) ▼ XLI $171 (-2.1%)
Hegemony Snapback
▲: 1/6 —
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 — Gold: $4517 (<$4,600) — Oil: $100 (>$95) agentcanary.ai | Not financial advice