Saved runs replay a real committee reply recorded when the signals were built, so the page needs no key and makes no model call. The in-browser option runs a small open model locally through WebGPU; nothing leaves your machine. URL options: ?provider=browser, ?run=<id>, ?theme=light.
Pipeline flow each step lights as its values arrive
- Run the pipeline to see each step's values here.
1 · Market data
10Y yield
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Source: Yahoo Finance (^TNX), latest daily close.
SPY 1-month
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Source: Yahoo Finance (SPY), close today versus 21 trading days ago.
Cash (13-week T-bill)--
Covariance1y daily returns, annualised
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2 · Shock & uncertainty
DovishHawkish
EPU 30d
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GPR 30d
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Regime
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trust gate
Shock: 10Y yield minus its 3-month average, in bps; ±100 bps fills the gauge. EPU / GPR: policy-uncertainty and geopolitical-risk indexes as 30-day means ranked against 10 years. An elevated regime lowers the committee's confidence one notch.
Policy text
FOMC stance
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Headline tone
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Sources: latest FOMC statement scored hawkish/dovish by FOMC-RoBERTa; macro headlines from Google News scored by FinBERT with an LLM read. Headlines are display only; the FOMC stance is in the decision.
3 · Investment committee
📈
Macro economist
🛡
Risk manager
⚖
Chief investment officer
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4 · Views & trust
SPY, 12-month
Total-return view parsed from the CIO's reply. Converted to excess over cash before blending.
TLT, 12-month
Total-return view parsed from the CIO's reply. Below cash means a bearish bond view.
Confidence · reported → used
High halves the view uncertainty, Low doubles it. An elevated EPU/GPR regime downgrades the reported confidence one notch before use.
Grounding
5 · Black-Litterman allocation
stocks
SPY TLT
Prior excess (SPY/TLT)
Posterior excess
Unconstrained weights
Target (40–80 band)
Previous holding