All narratives
Narrative · live
XLI lags SPY 400bp: manufacturing flat in May, CAT risk tracked
US manufacturing production stalled in May 2026, its first flat reading after four consecutive months of gains, pressuring XLI. Page covers CAT, DE & BA margin risk, Iran supply-chain timeline, and Fed cut-cycle implications.
+0%
Mention growth · 24hCoverage momentum · 14 days
Articles per dayRocky take
XLI lags SPY 400bp: manufacturing flat in May, CAT risk tracked has gained +0% in mention volume over the past 24 hours. Sentiment is skeptical. Coverage is led by tier-1 financial press with cross-platform amplification.
Correlated assets
Live pricesSources covering this narrative
BloombergActive
ReutersActive
CNBCActive