HD macro fit improved 27pts this week.
3 contributing indexes 3 score components composite score.
Canonical asset packet first: macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Sigma | Contribution | As Of |
|---|---|---|---|---|---|---|
| CCSI | Consumer Credit Stress Index | consumer credit | 16% | +1.50σ | +0.155 | 2026-05-20 |
| RMSI | Real Estate Market Stress Index | housing stress | 16% | -0.79σ | -0.128 | 2026-05-20 |
| ENPI | Energy Price Index | input costs | 10% | -0.86σ | -0.084 | 2026-05-20 |
