The thesis
The Five Phases of the Macro Cycle
BUILDERSLENS MACRO FRAMEWORK
5 Phases · 5 Signal Layers · 30 Economic Models · 97 Years of Data
📊 Run Your Own Analysis
Use the BuildersLens 65-Signal Analyzer to see live macro positioning for tickers and signals mentioned in this article:
→ Analyze VNQ (Real Estate ETF)
→ Analyze VIX (CBOE Volatility Index)
→ Analyze TNX (10-Year Treasury Yield)
→ Analyze TLT (20+ Year Treasury ETF)
→ Analyze HYG (High Yield Corporate Bond ETF)
→ Analyze ICE (Intercontinental Exchange)
Signals Referenced:
→ Current Phase (Layer 5: BL Score)
→ Bank Lending (Layer 2: Indicators)
→ CAPE Ratio (Layer 3: Momentum)
Free Macro Analysis Tool
Explore the signals behind this article with our 65-signal macro overlay. Credit spreads, yield curves, volatility regimes — all in one view.
The Five Layers × Current Readings
Live signal health from the 65-signal framework.
Sector Phase Positioning
Where each sector sits within the five-phase framework — derived from 65 signals and sector sensitivity weights.