Macroeconomic & Multi-Echelon Cascade
Net Deficit: 0.8 mb/d
Headline CPI Impulse
+38.4 bps
Annualized Pass-Through
US 10Y Yield Shift
+14.2 bps
Term Premium Repricing
Fed Terminal Repricing
+18 bps
Rate Path Implication
Household Burden
$342
Annual Gasoline Drag
Multi-Echelon Transmission Cascade Flow (D3.js)
Cross-Sector Equity Repricing Exposure
Energy Producers (XLE)
+5.2%
Aviation & Logistics
-6.8%
Consumer Discretionary
-3.1%
Regulated Utilities
-1.4%
Loading scenario analysis...