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Weekend brief — tradfi data reflects Fri 2026-06-19 close. Crypto data is live.
MACRO RADAR · June 21, 2026 · 03:15 UTC

Oil: SUPPLY_TIGHTENING, crude 418.2M bbl, refinery 96.7%, SPR 340M.

MACRO RADAR · June 21, 2026, 03:15 UTC · Regime EXPANSION · Risk 23.1/100 · Composite 31.3

Risk Gauge: 23.1/100 (Low). Phase: EXPANSION. Composite Risk: 31.3/100 (MODERATE).

Key indicators

Risk Gauge
23.1/100 (Low)
Regime Phase
EXPANSION
Composite Risk
31.3/100 (MODERATE)
Global CB Liquidity
$17.98T (YoY -2.67%)
US M2
$22.80T (YoY +4.72%)
HY Credit Spreads
263bps (NORMAL)
Crypto Sentiment
23 (Extreme Fear, 7d avg 20)
BTC
$64,176
ETH
$1,734

Crypto

BTC: $64,176 · ETH: $1,734 · SOL: $73.23 Crypto sentiment: 23 (Extreme Fear, 7d avg 20) (rising).

Liquidity & Credit

Global CB Liquidity: $17.98T (YoY -2.67%) — fed $6.74T · ecb $7.10T · boj $4.15T US M2: $22.80T (YoY +4.72%) HY Credit Spreads: 263bps NORMAL BDRY: $11.88 (-1.8% 30d, DOWN — SOFTENING). Oil: SUPPLY_TIGHTENING, crude 418.2M bbl, refinery 96.7%, SPR 340M.

Key Prices

SPY -0.5% | QQQ +1.5% | VIX +2.3% | TLT +0.6% | DXY +0.8% | OIL -0.3%

Overnight vs US Close

▲ SOXX: +8.2% ▲ SMH: +7.1% ▲ EWY: +6.5% ▼ SLV: -6.1% ▼ COPX: -4.8% ▼ WPP: -4.6%

Hegemony Snapback

1.5/6 — WATCH USD Index 119.51 (R), Gold $4216 (Y)

Notable Z-scores

[-] 2s10s Curve: -2.63σ [-] HY Credit Spread: -2.62σ [+] 2Y Treasury: +2.11σ [-] 10Y Breakeven Inflation: -2.11σ [-] WTI Crude Oil: -1.78σ

US Open Setup

With semiconductors surging and metals selling hard into the overnight session, the US open setup favors staying long growth and tech while fading commodity defensives. Watch whether Korean strength and chip momentum hold at the open or invite profit-taking. Crypto flows remain mixed with spot ETF outflows worth monitoring as a risk sentiment cross-check. api.agentcanary.ai/api/docs npm i agentcanary-mcp Not financial advice