AgentCanary/The Record/Regime: Overheating
THE RECORD · REGIME

Overheating regime

81 AgentCanary briefs published while macro state was classified as overheating, ranging from 2026-04-13 to 2026-05-17. Most recent first.

2026-05-17 · MACRO RADAR

MACRO RADAR — May 17

2026-05-16 · MARKET WRAP

MARKET WRAP — May 16

2026-05-16 · MARKET PULSE

MARKET PULSE — May 16

2026-05-16 · SIGNAL SCAN

SIGNAL SCAN — May 16

2026-05-16 · MACRO RADAR

MACRO RADAR — May 16

2026-05-15 · MARKET WRAP

MARKET WRAP — May 15

2026-05-15 · MARKET PULSE

MARKET PULSE — May 15

2026-05-15 · SIGNAL SCAN

SIGNAL SCAN — May 15

2026-05-15 · MACRO RADAR

MACRO RADAR — May 15

2026-05-06 · MARKET WRAP

Markets reflected late-cycle uncertainty as crypto's institutional surge (BTC near $81K) contrasted …

2026-05-06 · SIGNAL SCAN

SIGNAL SCAN — May 6, 2026

2026-05-06 · MACRO RADAR

— Neutral · Neutral · Gauge 43.8/100

2026-05-05 · MARKET WRAP

Markets navigated competing crosscurrents as Bitcoin's institutional backing provided a risk-on anch…

2026-05-05 · SIGNAL SCAN

SIGNAL SCAN — May 5, 2026

2026-05-05 · MACRO RADAR

— Neutral · Neutral · Gauge 48.1/100

2026-05-04 · MARKET WRAP

Markets reflected a late-cycle risk rotation as crypto infrastructure optimism drove Bitcoin near $8…

2026-05-04 · SIGNAL SCAN

SIGNAL SCAN — May 4, 2026

2026-05-04 · MACRO RADAR

— Neutral · Neutral · Gauge 48.1/100

2026-05-03 · MARKET WRAP

Markets exhibited classic late-cycle schizophrenia today, with geopolitical tensions driving defensi…

2026-05-03 · SIGNAL SCAN

SIGNAL SCAN — May 3, 2026

2026-05-03 · MACRO RADAR

— Neutral · Neutral · Gauge 48.1/100

2026-05-02 · MARKET WRAP

Markets shrugged off Iran conflict escalation as energy disruption fears drove oil above $100, while…

2026-05-02 · SIGNAL SCAN

SIGNAL SCAN — May 2, 2026

2026-05-02 · MACRO RADAR

— Neutral · Neutral · Gauge 48.1/100

2026-05-01 · MARKET WRAP

Markets entered overheating territory as late-cycle dynamics intensified, with crypto infrastructure…

2026-05-01 · SIGNAL SCAN

SIGNAL SCAN — May 1, 2026

2026-05-01 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 33.8/100

2026-04-30 · MARKET WRAP

Risk-On · Neutral · Gauge 22.6/100

2026-04-30 · SIGNAL SCAN

SIGNAL SCAN — Apr 30, 2026

2026-04-30 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 22.6/100

2026-04-29 · MARKET WRAP

Markets displayed late-cycle characteristics as Fed policy uncertainty triggered defensive positioni…

2026-04-29 · SIGNAL SCAN

SIGNAL SCAN — Apr 29, 2026

2026-04-29 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 23/100

2026-04-28 · MARKET WRAP

Markets reflected late-cycle anxiety as crypto liquidations ($342M) and Bitcoin's sub-$76K break sig…

2026-04-28 · SIGNAL SCAN

SIGNAL SCAN — Apr 28, 2026

2026-04-28 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 23/100

2026-04-27 · MARKET WRAP

Markets displayed classic late-cycle fragmentation as Bitcoin's institutional adoption story drove c…

2026-04-27 · SIGNAL SCAN

SIGNAL SCAN — Apr 27, 2026

2026-04-27 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 11.8/100

2026-04-26 · MARKET WRAP

Markets reflected late-cycle dynamics as crypto surged on institutional flows while rising geopoliti…

2026-04-26 · SIGNAL SCAN

SIGNAL SCAN — Apr 26, 2026

2026-04-26 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 11.8/100

2026-04-25 · MARKET WRAP

Markets displayed classic late-cycle bifurcation as crypto surged on institutional adoption while tr…

2026-04-25 · SIGNAL SCAN

SIGNAL SCAN — Apr 25, 2026

2026-04-25 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 8.9/100

2026-04-24 · MARKET WRAP

Markets shrugged off Middle East naval escalation and energy disruptions, with US equities hitting f…

2026-04-24 · SIGNAL SCAN

SIGNAL SCAN — Apr 24, 2026

2026-04-24 · MACRO RADAR

▲ Risk-On · Neutral · Gauge 8.9/100

2026-04-23 · MARKET WRAP

Markets displayed classic late-cycle dynamics as crypto's institutional wave pushed BTC near $78K wh…

2026-04-23 · SIGNAL SCAN

SIGNAL SCAN — Apr 23, 2026

2026-04-23 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-22 · MARKET WRAP

Markets reflected growing institutional acceptance of crypto as a legitimate asset class, with Bitco…

2026-04-22 · SIGNAL SCAN

SIGNAL SCAN — Apr 22, 2026

2026-04-22 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-21 · MARKET WRAP

Markets displayed a tale of two risk appetites today, with crypto soaring on fresh institutional inf…

2026-04-21 · SIGNAL SCAN

SIGNAL SCAN — Apr 21, 2026

2026-04-21 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-20 · MARKET WRAP

Markets displayed classic late-cycle exuberance with Bitcoin surging past $76K on institutional infl…

2026-04-20 · SIGNAL SCAN

SIGNAL SCAN — Apr 20, 2026

2026-04-20 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-19 · MARKET WRAP

Markets churned through geopolitical uncertainty as Iran's Strait of Hormuz closure sparked flight-t…

2026-04-19 · SIGNAL SCAN

SIGNAL SCAN — Apr 19, 2026

2026-04-19 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-18 · MARKET WRAP

Markets surged on Strait of Hormuz reopening, with oil retreating as supply fears eased and risk ass…

2026-04-18 · SIGNAL SCAN

SIGNAL SCAN — Apr 18, 2026

2026-04-18 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-17 · MARKET WRAP

Markets rallied on Strait of Hormuz reopening, with energy and agricultural commodities finding reli…

2026-04-17 · SIGNAL SCAN

SIGNAL SCAN — Apr 17, 2026

2026-04-17 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-16 · MARKET WRAP

Markets displayed cautious euphoria as Bitcoin's institutional adoption drive pushed it toward $75K,…

2026-04-16 · SIGNAL SCAN

SIGNAL SCAN — Apr 16, 2026

2026-04-16 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-15 · MARKET WRAP

Markets displayed late-cycle exuberance with Bitcoin nearing $75k on institutional flows while equit…

2026-04-15 · SIGNAL SCAN

SIGNAL SCAN — Apr 15, 2026

2026-04-15 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-14 · MARKET WRAP

Markets displayed late-cycle exuberance with Bitcoin surging past $74K as risk assets rallied despit…

2026-04-14 · SIGNAL SCAN

SIGNAL SCAN — Apr 14, 2026

2026-04-14 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100

2026-04-13 · MARKET WRAP

Markets displayed classic late-cycle behavior with crypto leading risk assets higher while oil stren…

2026-04-13 · SIGNAL SCAN

SIGNAL SCAN — Apr 13, 2026

2026-04-13 · MACRO RADAR

▲ Risk-On · Neutral · Gauge —/100