United States

North America
OPPORTUNITY48EARLY
9349
Signals 7d
+35%
Market Gap
↓94%
Signal Trend
↓ Export Brief

Signal activity in United States has fallen 94% over the past 7 days across 9349 monitored events. This improving signal environment has not yet been reflected in market pricing, creating a potential entry window as political and macro risk premia unwind.

Countries›United States
Intelligence updated May 12, 2026
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Investment Thesis
Signal activity in United States has fallen 94% over the past 7 days across 9349 monitored events. This improving signal environment has not yet been reflected in market pricing, creating a potential entry window as political and macro risk premia unwind.
What drove this? →
Supporting signals
94/27/2026
Reports of tensions in Chicago [2 sources]
→ Details
94/20/2026
Actor reported tensions in New York [6 sources]
→ Details
⚠ Federal deficit trajectory; 2026 likely ~6.5% of GDP⚠ Tariff pass-through to inflation constrains Fed easing path⚠ AI capex digestion potentially severe if monetization continues to lag⚠ Mid-term politics inject policy uncertainty into H2
Market Pricing Analysis
Market gap+35% upside
Signal trend (7d)↓ 94% vs 7d avg
Recommended actionEARLY
Score Breakdown — 48 / 100
Signal trend (direction + momentum)0 / 30
Market pricing gap15 / 25
Source quality + recency8 / 25
Macro / sector tailwind10 / 20
Total48 / 100
Key Opportunity Signals
✦Reports of tensions in Chicago [2 sources]✦Actor reported tensions in New York [6 sources]✦Reports of tensions in Missoula [6 sources]
Key Risk Factors
⚠Federal deficit trajectory; 2026 likely ~6.5% of GDP⚠Tariff pass-through to inflation constrains Fed easing path⚠AI capex digestion potentially severe if monetization continues to lag⚠Mid-term politics inject policy uncertainty into H2

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