Completed · March 2026

Macro-PCA Recession Indicator & Institutional Portfolio Engine

A macro regime-detection and tactical allocation engine that compresses high-frequency economic indicators into a lag-aware portfolio signal.

PCAMacro ResearchRegime DetectionPortfolio StrategyPython
THE QUESTION
Can a latent macro factor identify synchronized slowdowns early enough to improve a realistic institutional allocation process?
APPROACH
01

Standardized more than ten indicators spanning real activity, labor, consumption, and financial stress, then extracted a common PCA factor.

02

Validated regime classifications against historical NBER recessions without look-ahead bias.

03

Mapped signal conviction into binary and continuous equity–Treasury futures overlays.

04

Included publication lags, collateral yield, turnover costs, and excess-return performance measurement.