Weekly Synthesis
September 1, 2026 — 110 signals across 19 dashboards
Deviating from Trend
- Claude / ChatGPT YouTube Search Interest (US) (AI): 5.26 × — +5.7σ from trend
- Labor Force Participation Rate, 55+ (Aging): 36.9% — -2.3σ from trend
- Median Rent (San Francisco): 4.4k — +2.2σ from trend
- Health Care ETF (XLV) (Aging): $170.7 — +2.2σ from trend
- Urban Population in Roman Cities (Roman Empire): 800.0k — +2.2σ from trend
- U.S. Industrial Production (World War II): 12.06 index — -2.1σ from trend
- Active Roman Cities (Roman Empire): 120.0 cities — +2.0σ from trend
Regime Shifts
- 10Y Real Yield (TIPS) (Debt): 2.3% — regime shift up on 2026-08-12
- Utilities ETF (XLU) (Energy): $42.2 — regime shift up on 2026-07-20
- Vistra Corp (Energy): $137.4 — regime shift down on 2026-06-08
- Constellation Energy (Energy): $274.8 — regime shift down on 2026-08-14
- NextEra Energy (Energy): $82.3 — regime shift up on 2026-08-20
Trend Acceleration
- Cameco (Uranium) (Energy): $98.8 — trend accelerating
- Durable Goods Orders (Fragmentation): $339.3B — trend accelerating
- Aggregate Hyperscaler Capex (AI): $112.5B — trend accelerating
- Median Rent (Palo Alto): 4.4k — trend accelerating
- Claude / ChatGPT YouTube Search Interest (US) (AI): 5.26 × — trend accelerating
- Median Rent (Menlo Park): 4.2k — trend accelerating
- Gold (Macro): $4.4k — trend accelerating
- Vistra Corp (Energy): $137.4 — trend accelerating
Largest Moves
- Best SWE-bench Verified Score (AI): 93.9% — +2120.0% YoY
- Frontier 50% Task-Completion Time (AI): 11.98 hours — +1200.8% YoY
- Claude / ChatGPT YouTube Search Interest (US) (AI): 5.26 × — +1177.4% YoY
- China Share of Global EV Sales (Electric Tech Stack): 58.0% — -700.0% YoY
- Anthropic (Big Tech & AI Revenue): $4.8B — +533.3% YoY
- UK Government Debt (% GDP) (World War I): 155.0% — -500.0% YoY
- China Share of Global EV Battery Cell Output (Electric Tech Stack): 75.0% — +300.0% YoY
- Frontier Lab Revenue (AI): $13.5B — +297.1% YoY