AI Scenario Monitor - 2026-07-03

Scenario probabilities

IDScenarioAI trajectory / MacroInitial priorCurrentWeek deltaCurrent prob.
S1Soft plateauplateau / expansion15%57.5%+17.9pp 
S2Productivity wavemoderate / expansion30%35.3%-16.7pp 
S3AI abundancefast / expansion10%1.1%-2.7pp 
S4Macro headwindsplateau / contraction20%2.4%+0.8pp 
S5Structural disruptionmoderate / contraction20%3.6%+0.8pp 
S6Hard landingfast / contraction5%0.0%- 

Initial prior vs current probability

All signals: current state LRs (driver from initial prior)

This week: signals driving change

Portfolio stress test

Ratings reflect expected performance under each scenario. Robustness is probability-weighted using current scenario estimates.  Strong  Mixed  Weak  Speculative

Asset classS1
Soft plateau
57%
S2
Productivity wave
35%
S3
AI abundance
1%
S4
Macro headwinds
2%
S5
Structural disruption
4%
S6
Hard landing
0%
Robustness ⓘ
prob-weighted
Broad US index fundsStrongStrongMixedWeakWeakWeak93%
AI / tech (concentrated)MixedStrongStrongWeakMixedMixed67%
International stocksStrongMixedWeakMixedMixedMixed78%
Real estate / REITsStrongMixedMixedWeakWeakWeak76%
Gold / hard assetsMixedWeakWeakStrongStrongMixed35%
TIPS / short bondsMixedWeakWeakStrongMixedMixed33%
Cash / T-billsWeakWeakWeakStrongStrongMixed6%
Human capital / skillsStrongStrongMixedMixedWeakWeak95%
Small AI co. exposureMixedStrongSpeculativeWeakMixedMixed67%

Signals - current values

SignalDateValue4w delta52w deltaState
10Y-2Y Treasury spread2026-07-020.3500-0.0300-0.1200normalising
Consumer loan delinquency rateQ1 20262.9200+0.0000-0.0600stable
Mortgage delinquency rate (single-family)Q1 20261.8900+0.0000+0.1100stable
Nonfarm labour productivityQ1 2026119.5760+0.0000+0.6920below_1pct
Unemployment, bachelor's degree+Jun 20262.7000+0.0000+0.0000moderate
Job openings (JOLTS total nonfarm)May 20267594.0000+0.0000+505.0000stable
Wage growth, bachelor's degree+ (Atlanta Fed)May 20264.0000+0.0000-0.7000moderate
US investment grade OAS (ICE BofA)2026-07-020.7500+0.0100-0.0500tight
Consumer vs mortgage DQ spreadQ1 20261.0300+0.0000-0.1700stable

Signal history

10Y-2Y Treasury spread [pct pts]

Consumer loan delinquency rate [percent]

Nonfarm labour productivity [index]

Unemployment, bachelor's degree+ [percent]

Job openings (JOLTS total nonfarm) [thousands]

Wage growth, bachelor's degree+ (Atlanta Fed) [pct (12-month median)]

US investment grade OAS (ICE BofA) [bps]

Signal methodology

Likelihood ratios applied on state transitions only. Active state highlighted yellow. (no change) = same state as prior run, no update applied this week.

10Y-2Y Treasury spread [FRED | pct pts] (T10Y2Y)

Difference between 10-year and 2-year US Treasury yields. Negative (inverted) curve has preceded every US recession since 1970.

Classified on: Value |  Daily | Current value: +0.3500

StateBoundary×LR per scenario
S1S2S3S4S5S6
inverted_and_wideningValue < 0×0.6×0.5×0.4×2.5×1.8×2.0
normalising(no change)0 ≤ Value < 1.0×1.4×1.3×1.0×0.7×0.8×0.5
expansion_signalValue ≥ 1.0×1.8×2.0×1.5×0.2×0.3×0.2

Bright line: value < -0.5 → Yield curve deeply inverted - recession signal elevated


Consumer loan delinquency rate [FRED | percent] (DRCCLACBS)

Share of consumer loans (credit cards, auto, personal) 30+ days past due at commercial banks. Rising rate signals consumer stress.

Classified on: 52-week delta |  Quarterly | Current value: -0.0600

StateBoundary×LR per scenario
S1S2S3S4S5S6
rising52-week delta > +0.25×0.6×0.5×0.4×2.0×1.5×1.8
stable(no change)-0.25 < 52-week delta ≤ +0.25×1.2×1.1×1.0×1.0×1.0×0.9
falling52-week delta ≤ -0.25×1.5×1.4×1.2×0.4×0.5×0.4

Mortgage delinquency rate (single-family) [FRED | percent] (DRSFRMACBS)

Share of single-family residential mortgages 30+ days past due at commercial banks. Pre-2008 crisis peak was ~2.5%; 2010 peak was ~11%.

Classified on: 52-week delta |  Quarterly | Current value: +0.1100

StateBoundary×LR per scenario
S1S2S3S4S5S6
rising_national52-week delta > +0.25×0.5×0.4×0.3×2.5×2.0×2.5
stable(no change)-0.25 < 52-week delta ≤ +0.25×1.4×1.3×1.2×0.6×0.7×0.4
falling52-week delta ≤ -0.25×1.6×1.5×1.3×0.2×0.3×0.2

Bright line: value > 3.5 → Mortgage DQ above pre-2008 level - immediate review


Nonfarm labour productivity [FRED | index] (OPHNFB)

Output per hour worked in the nonfarm business sector. Sustained acceleration above 2.5% YoY is the primary positive confirmation signal for AI economic impact.

Classified on: YoY % |  Quarterly | Current value: +0.5800

StateBoundary×LR per scenario
S1S2S3S4S5S6
accelerating_above_2pctYoY % > 2.5×0.5×1.8×3.0×0.3×0.6×0.8
historical_range1.0 < YoY % ≤ 2.5×1.3×1.2×0.8×1.0×1.0×0.8
below_1pctYoY % ≤ 1.0×1.5×0.7×0.3×1.5×1.3×1.2

Unemployment, bachelor's degree+ [FRED | percent] (LNS14027662)

Unemployment rate for workers with a bachelor's degree or higher (LNS14027662). Historically runs ~0.55x the overall rate (~2-2.5% in normal conditions). Rising relative to HS-graduate unemployment is the key S5 structural disruption signal.

Classified on: Value |  Monthly | Current value: +2.7000

StateBoundary×LR per scenario
S1S2S3S4S5S6
elevatedValue > 3.5×0.3×0.5×1.5×0.7×3.0×2.5
moderate(no change)2.5 < Value ≤ 3.5×1.3×1.3×0.8×1.2×0.7×0.5
lowValue ≤ 2.5×1.8×1.5×1.0×0.8×0.3×0.2

Bright line: value > 4.0 → College-educated unemployment above 4% - monitor S5 signal


Job openings (JOLTS total nonfarm) [FRED | thousands] (JTSJOL)

Total nonfarm job openings from the BLS Job Openings and Labor Turnover Survey. Used as a proxy for aggregate labor demand. Rising YoY = expanding hiring appetite; falling YoY = demand contraction. Monthly, released with ~5-week lag.

Classified on: YoY % |  Monthly | Current value: +7.1200

StateBoundary×LR per scenario
S1S2S3S4S5S6
risingYoY % > 10×0.8×1.5×1.1×0.5×0.6×0.3
stable(no change)-10 < YoY % ≤ 10×1.2×1.0×1.0×0.9×1.0×0.9
fallingYoY % ≤ -10×0.8×0.7×1.2×2.0×1.8×2.2

Consumer vs mortgage DQ spread [COMPUTED | pct pts] (DQ_SPREAD)

Spread between consumer loan delinquency (DRCCLACBS) and single-family mortgage delinquency (DRSFRMACBS). Imperfect proxy - payment hierarchy means consumers default on mortgages last, so widening partly reflects prioritisation not quality. Retained as a noisy supplementary signal with reduced weighting (ratios closer to 1.0). Derived from existing FRED signals.

Component inputs: Consumer loan DQ: Q1 2026 = 2.9200  |  Mortgage DQ (single-family): Q1 2026 = 1.8900

Classified on: 4-week delta |  Quarterly | Current value: +0.0000

StateBoundary×LR per scenario
S1S2S3S4S5S6
widening4-week delta > +0.25×0.9×0.85×0.8×1.4×1.3×1.5
stable(no change)-0.25 < 4-week delta ≤ +0.25×1.0×1.0×1.0×1.0×1.0×1.0
tightening4-week delta ≤ -0.25×1.2×1.2×1.1×0.75×0.8×0.7

Wage growth, bachelor's degree+ (Atlanta Fed) [FRED | pct (12-month median)] (FRBATLWGT12MMUMHWGBDH)

Median 12-month wage growth for continuously employed workers with a bachelor's degree or higher, from the Atlanta Fed Wage Growth Tracker. Decelerating wage growth for educated workers is a leading indicator of structural disruption (S5). Monthly, ~6-week lag.

Classified on: Value |  Monthly | Current value: +4.0000

StateBoundary×LR per scenario
S1S2S3S4S5S6
deceleratingValue < 3.0×1.2×0.7×0.4×1.8×2.0×1.5
moderate(no change)3.0 ≤ Value < 5.5×1.2×1.0×0.9×1.0×1.0×0.9
elevatedValue ≥ 5.5×0.7×1.5×1.8×0.4×0.3×0.2

Bright line: value < 2.5 → Educated-worker wage growth below 2.5% - structural disruption signal


US investment grade OAS (ICE BofA) [FRED | bps] (BAMLC0A0CM)

Option-adjusted spread of the ICE BofA US Corporate (IG) index vs Treasuries. Market price of investment-grade credit risk. Directly addresses the existing bright line at 200bps. Current ~79bps; pre-GFC normal 80-120bps; COVID peak ~373bps; GFC peak ~600bps.

Classified on: Value |  Daily | Current value: +0.7500

StateBoundary×LR per scenario
S1S2S3S4S5S6
tight(no change)Value < 100×1.0×1.3×1.2×0.4×0.8×0.2
normal100 ≤ Value < 200×1.1×1.0×1.0×1.1×1.1×0.9
stressValue ≥ 200×0.6×0.5×0.6×2.2×1.4×2.5

Bright line: value > 200 → IG spreads above 200bps - recession hedge review triggered (bright line Section 8)


Bright-line rules

Pre-committed action triggers. Written before data is observed to prevent post-hoc rationalisation.

IDConditionActionStatus
BL1S5 > 0.35Structural disruption > 35% - review credit-sensitive real estate exposureNot triggered
BL3S3 > 0.25AI abundance > 25% - review equity concentration; increase hard asset allocationNot triggered
BL5S6 > 0.15Hard landing > 15% - review liquid emergency reserve; do not ignoreNot triggered

Generated 2026-07-03 - AI Scenario Monitor