Weekly Synthesis
May 13, 2026 — 121 signals across 20 dashboards
Deviating from Trend
- Claude / ChatGPT YouTube Search Interest (US) (AI): 5.26 × — +5.7σ from trend
- Semiconductor Index (SOX) (Macro): 11.7k — +3.5σ from trend
- U.S. Trade Balance: Goods (Fragmentation): $-60.3B — +2.5σ from trend
- Lithium & Battery Tech ETF (LIT) (Hard Constraints): $89.5 — +2.3σ from trend
- Labor Force Participation Rate, 55+ (Aging): 37.1% — -2.3σ from trend
- Equity Market Capitalization (EU vs US): 0.08 × — -2.3σ from trend
- Urban Population in Roman Cities (Roman Empire): 800.0k — +2.2σ from trend
- Oil (WTI) (Macro): $109.8 — +2.1σ from trend
Regime Shifts
- US Dollar Index (DXY) (Macro): 98.32 Index — regime shift down on 2026-03-09
- High Yield Credit Spreads (Macro): 2.8% — regime shift down on 2026-04-13
- Bank Stocks (KBE) (Macro): $62.7 — regime shift up on 2026-04-15
- Regional Banks (KRE) (Macro): $68.2 — regime shift up on 2026-04-14
- Semiconductor Index (SOX) (Macro): 11.7k — regime shift up on 2026-02-26
Trend Acceleration
- Median Rent (Palo Alto): 4.0k — trend accelerating
- Aggregate Hyperscaler Capex (AI): $112.5B — trend accelerating
- Durable Goods Orders (Fragmentation): $318.9B — trend accelerating
- Claude / ChatGPT YouTube Search Interest (US) (AI): 5.26 × — trend accelerating
- Cameco (Uranium) (Energy): $116.9 — trend accelerating
- Median Rent (Menlo Park): 3.9k — trend accelerating
- Gold (Macro): $4.7k — trend accelerating
- U.S. Commercial Electricity Sales (AI): 130.2 TWh — 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