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DXY · US10Y · VIX · WTI

[RESEARCH ONLY] For research purposes only. These regime classifications are derived from a deterministic 3-layer signal framework and validated out-of-sample. Not investment advice. Past calibration metrics do not guarantee future performance.

← REGIME RESEARCH TERMINAL
STALE · 2517m

SPOT PRICE

1.1602

-0.14% today

CONFIDENCE

47%

SIGNAL COMPOSITE

+0.55

BEAR -2BULL +2
DIRECTIONAL BIASNEUTRAL
DRIVERCOT positioning is the primary driver
MARCUS INVALIDATION
RISK FLAGS
NO MAJOR ALERTS
SPOT PRICE (30D)2026-03-302026-05-08
SIGNAL DECOMPOSITIONWEIGHTED COMPOSITE
RATE 45%
COT 25%
VOL 20%
OI 5%
SPECIAL 5%
REGIME FACTORS:RATE: NEUTRALCOT: BULLISHVOL: NORMAL2026-05-22

T+5 CAL

47%

T+5 BRIER

0.242

T+5 SHARPE

0.03

T+20 CAL

50%

T+20 BRIER

0.247

HYPOTHETICAL — BACKTEST PARAMETERS

ENTRY

WAIT

RVOL RANK

0

SIGNALS TABLE
SIGNALVALUESCORETREND
Rate differential 2Y2.082.77
COT net position pctile741.42
Realized vol 20d4.510.39
Realized vol 5d3.99
Implied vol 30d
Signal composite0.550.55
Risk reversal 25d-1.35
COT net position-5041
COT asset mgr net-4539
COT lev money net-502
ECB Balance Sheet6179.18
Bund-BTP Spread-0.74
OI Delta-14459.00
Structural InstabilityNO
Spot1.1602
PRIMARY DRIVERCOT positioning is the primary driver
SPECIAL FACTORBund-BTP + ECB BS: 0.08
VALIDATION HISTORY (LAST 20)
DATEPREDT+5 OUTT+5 RETT+5 BRIERT+20 OUTT+20 RETT+20 BRIER
2026-05-17✗ WRONG-8.70.221
2026-05-15✗ WRONG-17.10.221
2026-05-14✗ WRONG-37.50.221
2026-05-13✗ WRONG-75.40.221
2026-05-12✗ WRONG-112.10.221
2026-05-10✗ WRONG-123.00.221
2026-05-08NEUTRAL+0.00.001
2026-05-07✗ WRONG+35.90.221
2026-05-06✗ WRONG+62.90.221
2026-05-05✗ WRONG+83.20.221
2026-05-04✗ WRONG+53.60.221
2026-05-01✗ WRONG+51.50.221
2026-04-30✗ WRONG+53.50.221
2026-04-29NEUTRAL-1.80.001
2026-04-28✓ CORRECT-26.90.281
2026-04-27✗ WRONG+17.20.221
2026-04-24✗ WRONG+38.60.223✗ WRONG-69.40.223
2026-04-23✓ CORRECT-18.20.281✗ WRONG-75.80.221
2026-04-22✓ CORRECT-22.50.258✓ CORRECT-102.50.258
2026-04-21✓ CORRECT-51.80.257✓ CORRECT-152.10.257

OTHER DESKS

USD/JPY+0.14%

159.19

RISK ON DOLLAR OFF

" CONF"52%
"
"RATE DIFF"1.56
"COT PCT"0
"RVOL 20D"9.90
USD/INR-0.53%

95.6900

INR APPRECIATION MODERATE

" CONF"52%
"
"RATE DIFF"-2.76
"COT PCT"N/A
"RVOL 20D"5.95

REGIME HISTORY (7D)

2026-05-22GROWTH SURPRISE USD47%
2026-05-21NEUTRAL47%
2026-05-20NEUTRAL47%
2026-05-19NEUTRAL47%
2026-05-18NEUTRAL47%
2026-05-17NEUTRAL47%
2026-05-15NEUTRAL47%

CONFIDENCE TREND (14D)

Confidence Trend
2026-05-01THRESHOLD: 55% (OFF-SCALE)2026-05-22

REGIME TIMELINE (30D)

2026-04-142026-05-22
STRENGTH
WEAKNESS
VOL
OTHER

System integrity verified: 2026-05-25

Pipeline: UNKNOWNDQS: 0.87