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Full market structure inventory and triage desk.
Updated
2m ago
Mode
Risk-On Broadening
Live Themes
5 active
Broadening
1
Early Setup
2
Weakening
1
Strong Confirm
1
Stage
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Theme
State
Leader
Conv.
Breadth
Change
Why Now
Selected Theme
Cyclical Acceleration
Confirmed74% breadth
Risk-on rotation into cyclicals driven by yield compression and margin beats. Discretionary and industrials are leading with volume confirmation.
Next Confirmer
Transports (IYT) breadth above 65%
Breaks the Read
10Y above 4.35% or crude below $76
Strongest Names
AMZN +3.8% · HD +2.9% · TGT +2.4%
Spread
Consumer discretionary, industrials, financials