Signal and Flow Dashboards
Dashboards
Growth × Liquidity
Pyeongantu GL Regime Monitor
ExpansionLiquidityAdjustmentDefensive
Neutral / transition · ProvisionalU.S. long yieldsUS Treasury Regime Risk
64.8TRRSCautionOverall status2026-10-01As of
Household creditUS Consumer Credit Stress
55.3CCSSCautionOverall status2026 Q2Reported quarter
AI infrastructureHyperscaler CapEx
$193.5BLatest-quarter sum+100.1%CapEx YoY+63.9ppGap vs revenue proxy
Four June quarters + Oracle August quarter · not AI-only revenueYen carryYen Carry Risk
1/10Risk scoreNormalOverall status7Market indicators
Observed: 2–3 Oct 2026 KST · Yahoo market data · HYG −2.90% over 20 days, price weaknessAI infrastructureAI Power and Data-Center Bottlenecks
12Selected projects50%Two-project IT progress10.04As of