Dashboards / Global risk

Global Risk Regime

A percentile-based risk regime view across US equities, volatility, credit, rates, and dollar pressure.

Regime score

55

Risk-offNeutralRisk-on

Neutral: selective exposure

Leadership is selective. Prefer confirmed participation over broad beta.

Data confidence89

2026.05.10 21:00 KST

Equity trend

+0.7%

S&P 500 1M, Nasdaq +2.3%

Percentile 55p2026-05-08

Volatility

19.9

VIX percentile. Lower is more risk-on.

Percentile 72p2026-05-08

Credit stress

3.32x

HY OAS / IG OAS. Lower means calmer credit.

Percentile 19p2026-05-08

Yield curve

0.32 pp

10Y-2Y. Higher is less cyclical stress.

Percentile 79p2026-05-08

Real rate

1.56%

Fed Funds minus CPI YoY. Lower helps growth valuations.

Percentile 77p2025-12-31

Options sentiment

0.78

Put/call percentile. Lower means lighter hedging demand.

Percentile 30p2026-05-08

Leverage

-0.4%

FINRA margin debt 3-month change

Percentile 9p2025-12-31

Dollar pressure

-3.1%

USD/KRW 1M change. Higher is a risk-asset headwind.

Percentile 5p2026-05-08

Cross-asset tape

Equity trend vs risk pricing

Factor tape

Risk budget factor scores

Equity trend
55
Volatility
28
Credit stress
81
Yield curve
79
Real rate
23
Options sentiment
70
Leverage
9
Dollar pressure
95

US breadth

Waiting for data

-

No silent fallback to Korea radar. US radar will appear when available.

US new-high leadership

Waiting for data

-

No silent fallback to Korea radar. US radar will appear when available.

US mega-cap concentration

Waiting for data

-

No silent fallback to Korea radar. US radar will appear when available.

Portfolio checklist

Above 68 with confidence above 80, favor trend and leadership exposure.

Below 38, stay defensive until at least two stress signals improve.

When confidence is low, verify freshness and missing inputs before sizing positions.