CycleWatch

Signals › Structural & Slow-Moving

AI_CAPEX · DERIVED

AI and datacenter capex cycle

Currently inflating industrial production, nonresidential construction, power demand and corporate profits simultaneously. Modelled explicitly or it silently corrupts four blocks.

Latest reading

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No free source.

Signal

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Not in the fit. No verdict.

Use
Context: regime context; not an input

Where it fits

Structural & Slow-Moving: Set the amplitude, transmission speed, and which historical analogues apply. The model averages the standardised signals in each block into a block score, then combines the twelve block scores in a probit. Today the 12-block model reads 1.6%.

Other signals in this block