KO

June 2025 · DAA ConfirmedSHY · VGK +2US Short Treasury 50% · Europe 16.7%

Defensive

1 canary asset negative — 50% cash · VGK ranks first among risky assets

See this month's signal

Why this signal

Period
Currency
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canary assets

VWO+0.23Positive
BND-0.01Negative

risky assets

SPY+0.21Positive
IWM+0.04Positive
QQQ+0.35Selected
VGK+0.38Selected
EWJ+0.26Positive
VWO+0.23Positive
VNQ-0.01Negative
GSG+0.01Positive
GLD+0.37Selected
TLT-0.19Negative
HYG+0.10Positive
LQD+0.01Positive

cash assets

SHY+0.03Selected
IEF-0.02Negative
LQD+0.01Positive

13612W momentum score · Keller & Keuning (2017)

Biggest moves this month

Largest gainCL=FWTI Crude Oil+0.81#39 → #37 ▲2
Largest dropTLTUS Long Treasury-0.18#29 → #38 ▼9