I put together a small, SQL-backed dashboard comparing the S&P 500 with several "Main Street" indicators: retail sales, construction spending, bank credit, and industrial production (manufacturing, mining, utilities).
The question I wanted to sanity-check was simple: markets seem to be pricing a strong AI-driven growth narrative — do broad macro indicators show a similar acceleration?
The dashboard is fully grounded on public data, and every chart is traceable to the underlying SQL query and datasets.
I’m not pushing a conclusion here — genuinely curious how others interpret the divergence (or lack thereof), and whether there are indicators you’d add or remove.
The question I wanted to sanity-check was simple: markets seem to be pricing a strong AI-driven growth narrative — do broad macro indicators show a similar acceleration?
The dashboard is fully grounded on public data, and every chart is traceable to the underlying SQL query and datasets.
I’m not pushing a conclusion here — genuinely curious how others interpret the divergence (or lack thereof), and whether there are indicators you’d add or remove.