The Jawz Read

as of 28 Sep 2026

This is what your AI sees when it connects Jawz: six readings, each with its rule, its last three prints and where the data came from.

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Biggest risk: prices keep rising while money gets dearer.

REGIME 🟡YELLOW

holding steady; money leans plentiful (1 of 2) · held since Sep 25

green if both fine, yellow if one is bad, red if both. Changes when two prints in a row agree.

from the tool get_macro_regime

Row	3rd last	2nd last	latest	data
Regime	🟡Sep 21	🟡Sep 25	🟡Sep 28
Mood	fineJul 31 · 55.2	badAug 28 · 51.7	badSep 25 · 48.1	✅ monthlyU Michigan SCA
Money	steadySep 14 · $25.28T	steadySep 21 · $25.08T	steadySep 28 · $25.06T	✅ weeklyFed + ECB + BoJ + PBoC

MONEY ◐STEADY

holding STEADY; PLENTIFUL pending (1 of 2) · held since Aug 3

the four central banks' balance sheets in dollars. Plentiful if up on the month and the quarter, scarcer if down on both, steady otherwise. Changes when two weekly prints in a row agree.

from the tool get_financial_conditions · get_macro_regime

Row	3rd last	2nd last	latest	data
Money	◐Sep 14	◐Sep 21	◐Sep 28
Central banks	plentifulSep 14 · $25.28T	steadySep 21 · $25.08T	plentifulSep 28 · $25.06T	✅ weeklyFed + ECB + BoJ + PBoC
Dollar effect	helpingSep 14 · +380bn	helpingSep 21 · +257bn	helpingSep 28 · +267bn	✅ weekly12-week change in the four-ba…
US money	plentifulSep 14 · $5.86T	plentifulSep 21 · $5.87T	scarcerSep 28 · $5.77T	✅ weeklyWALCL − WTREGEN − RRPONTSYD

BUSINESS CYCLE 🍂FALL

confirmed 10 days · held since Sep 21

growing or stalling, times prices rising or calm, gives four seasons. Changes when three daily reads in a row agree.

from the tool get_macro_regime

Row	3rd last	2nd last	latest	data
Business cycle	☀️Sep 17	🍂Sep 24	🍂Sep 25
Growth	growingSep 17 · 204k claims	stallingSep 24 · 202k claims	stallingSep 25 · 202k claims	✅ weekly + monthlyIC4WSA
Prices	risingAug 12 · 3.3% core PCE	risingAug 26 · 3.3% core PCE	risingSep 11 · 3.3% core PCE	✅ monthlyPCEPILFE
Investment	boomingMar 13 · +19.6%	boomingJun 25 · +18.4%	boomingAug 26 · +15.9%	✅ quarterlyA679RX1Q020SBEA

FINANCIAL CONDITIONS 🔶TIGHTENING

two prints in a row · held since Jul 6

rates and credit set it. Cheap money and calm credit is loose; dear money and stressed credit is tight; in between it is tightening or easing with the direction of rates. Changes when two prints in a row agree.

from the tool get_financial_conditions

Row	3rd last	2nd last	latest	data
Financial conditions	🔶Sep 14	🔶Sep 21	🔶Sep 28
Rates	dearSep 14 · 2.60%	dearSep 21 · 2.68%	dearSep 28 · 2.85%	✅ weeklyDGS10 − T10YIE
Credit	calmSep 14 · 271bp	calmSep 21 · 266bp	calmSep 28 · 280bp	✅ weeklyBAMLH0A0HYM2
Dollar	fallingSep 14 · 118.2	fallingSep 21 · 119.5	fallingSep 28 · 119.5	✅ weeklyDTWEXBGS

STORE OF VALUE ◆MIXED

two prints in a row · held since Sep 14

gold and bitcoin, each up or down on the month and the quarter. Both up is rising, both down is falling, otherwise mixed. Changes when two prints in a row agree.

computed for the card; reaches your AI inside get_macro_regime as data.read

Row	3rd last	2nd last	latest	data
Store of value	▲Sep 14	◆Sep 21	◆Sep 28
Gold	mixedSep 14 · $4,336	mixedSep 21 · $4,363	mixedSep 28 · $4,257	✅ daily, read weeklyCoinGecko PAXG
Bitcoin	risingSep 14 · $76,819	risingSep 21 · $81,169	risingSep 28 · $84,449	✅ daily, read weeklyCoinGecko bitcoin

INVESTMENT ⬆BOOMING

two prints in a row · held since Jul 6

AI build-out: data centres, chips, the four big builders' spending and power. Booming if most rows are up more than ten percent a year, fading if most are down, steady otherwise. Changes when two prints in a row agree.

Builders' outlook: not yet curated

computed for the card; reaches your AI inside get_macro_regime as data.read

Row	3rd last	2nd last	latest	data
Investment	⬆Sep 14	⬆Sep 21	⬆Sep 28
Data centres	boomingJul 1 · $66bn	boomingAug 3 · $71bn	boomingSep 1 · $75bn	✅ monthlyCensus C30
Chips	boomingJul 7 · $4.5bn	boomingAug 4 · $5.0bn	boomingSep 3 · $4.4bn	✅ monthlyCensus trade
Builders' capex	boomingFeb 6 · $119bn	boomingApr 30 · $130bn	boomingJul 31 · $165bn	✅ quarterlySEC EDGAR 10-Q/10-K
Power	steadyJul 17 · +1.0%	steadyAug 18 · +1.1%	steadySep 18 · +6.2%	✅ monthlyIPUTIL