All Metrics

Mortgage Spread

30-year mortgage rate minus 10-year Treasury yield

2.01 pp71st percentile

as of 2026-04-16

Real 10-Year Yield

10-year Treasury yield minus 10-year breakeven inflation

1.90 pp77th percentile

as of 2026-04-15

Recession Probability

Smoothed U.S. recession probability from dynamic-factor markov-switching model

0.5%60th percentile

as of 2026-02-01

Yield Curve Slope

10-year Treasury yield minus 2-year Treasury yield

0.53 pp36th percentile

as of 2026-04-15

Real 10Y Yield (CPI Proxy)

10-year Treasury yield minus trailing 12-month CPI inflation

0.97 pp51st percentile

as of 2026-04-15

Real Mortgage Rate

30-year mortgage rate minus trailing 12-month CPI inflation

2.98 pp57th percentile

as of 2026-04-16

Mortgage Payment Index

Estimated monthly mortgage payment on a typical home purchase

$6,367/mo88th percentile

as of 2026-01-01

Home Price vs Income

Typical home price divided by median household income

15.6x93rd percentile

as of 2026-01-01

Housing Affordability

Mortgage payment as a percentage of median monthly household income

91.3%87th percentile

as of 2026-01-01

Home Price-to-Rent Ratio

Home price divided by annual rent — above 20x suggests renting is more favorable

22.3x71st percentile

as of 2026-01-01

Home Price-to-Rent Ratio (Zillow)

Home value divided by annual rent across 700+ metros — above 20x suggests renting is more favorable

16.0x64th percentile

as of 2026-03-31

Rent vs. Total Cost of Ownership

Monthly rent compared to total monthly cost of owning (P&I + taxes + insurance + maintenance)

$8,545/mo92nd percentile

as of 2026-01-01

Employment Momentum by Sector

3-month annualized employment growth across major sectors

0.5%24th percentile

as of 2026-03-01

Monthly Job Change

Month-over-month change in total nonfarm employment

+178K58th percentile

as of 2026-03-01

Private vs Government Employment

3-month annualized growth: private sector vs government

0.7%26th percentile

as of 2026-03-01

Goods vs Services Employment

3-month annualized growth: goods-producing vs services-providing

1.3%59th percentile

as of 2026-03-01

State Employment Momentum

3-month annualized employment growth across 51 states

2.9%80th percentile

as of 2026-01-01

Tech Industry Employment Momentum

3-month annualized employment growth in tech sub-industries

-0.5%38th percentile

as of 2026-03-01

Cyclical Industry Employment Momentum

3-month annualized employment growth in recession-sensitive industries

3.8%53rd percentile

as of 2026-03-01

Job Openings

Total nonfarm job openings (JOLTS)

+6882K74th percentile

as of 2026-02-01

Layoffs & Discharges

Total nonfarm layoffs and discharge rate (JOLTS)

1.1%20th percentile

as of 2026-02-01

Quits Rate

Total nonfarm quits rate (JOLTS)

1.9%40th percentile

as of 2026-02-01

Industry Employment Momentum

3-month annualized employment growth across 84 detailed industries

-2.1%10th percentile

as of 2026-03-01

Total Nonfarm Employment

Total U.S. nonfarm employment level

+158637K100th percentile

as of 2026-03-01