Pillar 04 · Predictive Regime Engine
See the regime change. Before consensus does.
Sekuia continuously fits a probabilistic state-space model across growth, inflation, liquidity, risk appetite and credit. When the posterior shifts, you see it — long before the news cycle confirms it.
Inflation resurgence
7d +6pp28%posterior
Wage stickiness, tariff pass-through, commodity cup-and-handle setup.
Growth slowdown
7d +3pp41%posterior
ISM services losing momentum; consumer credit delinquencies rising.
Liquidity tightening
7d −2pp22%posterior
RRP near drained but TGA stable; net liquidity flat into Q1.
Risk-off rotation
7d +4pp18%posterior
Defensives starting to outperform; QQQ/SPY ratio rolling over.
Small-cap accumulation
7d +9pp36%posterior
Insider buying surge in IWM components; relative strength bottoming.
Credit stress build-up
7d +1pp14%posterior
HY OAS compressed but CCC dispersion widening — early warning.