Clusters · MAY 2026
Decomposed thesis structures.
A cluster is a structural thesis decomposed into scored components. Each component tracks a specific driver such as rates, labor, inflation, credit, growth, or policy. Together, they map the transition.
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Clusters compound in value as their components resolve. A cluster page surfaces the thesis probability, the per-component probabilities and 4-model breakdown, and the resolution schedule. Calibration is tracked alongside the cross-event archive on the methodology page.