Ecosystem Explorer
Where is the next liquidity break?
Trace a policy rate and liquidity path through funding markets, rates, credit, housing and the real economy. Each layer has its own lag and breaking point, so pressure moves along the chain. Set where we are, set where we are heading, scrub the 24 month timeline, and see which layer binds first.
Shortcuts: ←→ step the timeline (Shift for 6 months) · P play or pause · / search companies · Esc close full screen
● Exposed marks a layer where your portfolio holds at least one of its listed example companies.
Transmission chain, left to right in order of speed
1 Transmission network Select a layer to trace its path. Pulse speed shows how freely money flows; red, slow, bunched pulses mark a choke point.
Swipe the diagram sideways to see all of it.
2 Inside the system
Under 60%60 to 99%100% or moreGauge beside each building and tank level show pressure; the red ring and line mark the limit.
3 Pressure timeline Policy rate against stress over 24 months. Click or drag to move the horizon.
4 Pressure heat strip Every layer, every month. Select a cell to jump there.
Green under 60%, amber 60 to 99%, red at or above 100%. The outlined column is the selected horizon.
5 Break-point ladder Drag the dashed line to set the 24 month policy rate.
Each bar shows the steady policy rate at which a layer reaches 100%, given the liquidity impulse. Layers whose bar ends left of the dashed line are over their limit at the target rate.
6 Pressure by layer and horizon
Select any cell to jump the whole page to that layer and horizon. Green under 60%, amber 60 to 99%, red at or above 100%.
7 Scenario comparison
Every preset run through the same model, next to your current and pinned settings. Select a scenario name to apply it.
How to read this. Pressure is how close a layer is to its breaking point. 100% means the layer is at its limit; 130% means the current setting needs 1.3 times what that layer can absorb. Pass-through is gradual: a layer with an 18 month lag only feels a rate move fully after about three lags, so cuts can ease funding markets quickly and the refinancing wall slowly. A liquidity drain raises pressure in plumbing layers most. Breaking points, lags and sensitivities are rounded, illustrative estimates for teaching how constraints shift. They are not forecasts, not live market data and not investment advice. Tickers are examples of listed exposure to each layer, not recommendations. Set the starting policy rate to the latest print and treat every figure as an assumption to test against your own view.