The Long Build

Country — DM

Developed-market country rotation. Each country ETF's position on the Relative Rotation Graph shows its momentum and relative strength vs the MSCI World benchmark.

Source updated 2026-07-03 07:41 KST · click image to view full size

DM vs World (RRG)
DM vs World (RRG, 21-bar tail) — refreshed daily after US close.

EUR/USD — Dollar Regime

Source updated 2026-07-03 08:00 KST · MSCI FX (EUR), daily · click image to view full size

EUR/USD — parity, mean-reversion bands & 252d rolling z
EUR/USD vs the 1.00 parity line with 252d mean-reversion bands and a rolling-z regime panel. ▲ up = USD weakness (risk-on, DM-ex-US & EM tailwind); ▼ toward parity = USD strength (risk-off, headwind).

Plot regenerated by the daily MSCI pipeline at 07:40 KST. The blog mirror refreshes on a separate cron just after — if the source mtime above lags more than ~24h, the upstream job has paused.