Monetary

Money Supply Agent

Tracks M1/M2 growth and real money supply impulse.

Utility

This agent must be runnable on its own and must produce evidence that supports a decision, an avoidance, or a confidence change.

Decisions Supported

risk budgeticycle regimei

Questions Answered

Is money supply helping or hurting risk assets?i

Data Sources

Yahoo monetary proxy basketiFRED M1SLiFRED M2SLiFRED CPIAUCSLi

Current Run Market Data

Label	Symbol	Group	Price	Change	Change %	Status
BTC	BTC-USD	crypto	75,594	-389.14	-0.51%	live
Gold	GC=F	commodity	4,077	-36.60	-0.89%	live
DXY	DX-Y.NYB	fx	102.28	0.73	+0.72%	live
TLT	TLT	bond_etf	82.04	0.11	+0.13%	live

Computed Signal

Name	Value	Regime	Confidence	Source	Observed
money_supply_proxy_score	45.0	mixed	100%	Yahoo live proxy data	2026-11-06T19:33:54+00:00

Declared And Target Feeds

Source	Status	Current Run Data
Yahoo monetary proxy basket	current run	4/4 observed rows attached below.
FRED M1SL	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
FRED M2SL	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.
FRED CPIAUCSL	target feed	Not used in the current run yet; listed as the permanent feed this agent should graduate to.

Live Status

Monetary-liquidity proxy impulse is -0.50% across BTC, gold, TLT, and inverse dollar pressure.

Score

Warnings

• Monetary proxy basket is not confirming easier liquidity.

Signals

Name	Value	Regime	Confidence	Source	Observed
money_supply_proxy_score	45.0	mixed	100%	Yahoo live proxy data	2026-11-06T19:33:54+00:00