// Cross-asset

Macro × Prediction × Stocks

Rate / inflation / USD sensitivity per stock, overlaid with prediction market odds.

// Indicator × Odds Overlay

10Y yield, CPI YoY and PMI series overlaid with July Fed cut Polymarket probability. Vertical markers = macro data prints.

[interactive overlay chart · Polymarket cut odds vs 10Y/CPI/PMI]

Per-stock Macro Sensitivity

Filter your stock radar with "rate ≥ 70 & inflation ≤ 40" to find cut-cycle growth candidates.

TickerNameRate sens.Inflation sens.USD sens.
NVDANVIDIA
82
22
48
AAPLApple
68
30
74
XOMExxon
18
88
62
JPMJPMorgan
34
58
40
PGP&G
42
62
70
TSLATesla
78
28
56
GLDGold ETF
72
84
82
MSFTMicrosoft
74
26
60
CATCaterpillar
44
72
78
KOCoca-Cola
46
54
68

// Macro Event Arbitrage Calculator

Given expected CPI/NFP surprise, project odds move + NDX/DIA reaction + optimal hedge share.

Odds Δ

+7.4%

NDX 1D

+1.2%

Hedge

60/40 QQQ · TLT

DisclaimerAll prediction-market, equity and AI content on MirrorQuant is for research and educational purposes only and does not constitute investment advice.