Driver Strength is a 0-100 read from admitted drivers, not keyword counts. Market impact marks each narrative as tailwind, headwind, or mixed.
| # | Cat | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 01 | HL | BiomedicalTailwindHealthcare · 5 indexes · 18 assets | Strong tailwind · strength 80 | Accelerating | 0 ■ | 0 | 18 | 5/5 | Tailwind56 | ||
| 02 | HL | Bio DataTailwindHealthcare · 5 indexes · 18 assets | Strong tailwind · strength 80 | Accelerating | 0 ■ | 0 | 18 | 5/5 | Tailwind55 | ||
| 03 | CR | Credit TighteningHeadwindCredit · 5 indexes · 18 assets | Strong headwind · strength 74 | Tightening | 0 ■ | 0 | 18 | 5/5 | Headwind54 | ||
| 04 | HL | GLP-1TailwindHealthcare · 5 indexes · 18 assets | Active tailwind · strength 69 | Accelerating | 0 ■ | 0 | 18 | 5/5 | Tailwind53 | ||
| 05 | TE | Physical AITailwindTech · 5 indexes · 18 assets | Active tailwind · strength 64 | Accelerating | -7 ▼ | 1 | 18 | 5/5 | Tailwind53 | ||
| 06 | EN | Clean EnergyTailwindEnergy · 5 indexes · 12 assets | Strong tailwind · strength 73 | Cooling | 0 ■ | 0 | 12 | 5/5 | Tailwind45 | ||
| 07 | TE | SpaceTailwindTech · 5 indexes · 18 assets | Active tailwind · strength 58 | Mixed | 0 ■ | 1 | 18 | 5/5 | Tailwind43 | ||
| 08 | EQ | StaplesEquities · 5 indexes · 18 assets | Active mixed driver · strength 61 | Risk-On | 0 ■ | 0 | 18 | 5/5 | Mixed42 | ||
| 09 | EN | NuclearTailwindEnergy · 5 indexes · 1 assets | Active tailwind · strength 60 | Mixed | 0 ■ | 0 | 1 | 5/5 | Tailwind26 |
Biomedical
Healthcare
Bio Data
Healthcare
Credit Tightening
Credit
GLP-1
Healthcare
Physical AI
Tech
Clean Energy
Energy
Space
Tech
Staples
Equities
Nuclear
Energy
A narrative is a recurring market story — a theme, regime, or risk that moves a basket of indices and assets together. Driver strength runs 0–100, adjusted for recency and conviction.
Read methodology →Each theme composites its constituent indices (weighted by signal-to-noise) with asset flows and news mentions. Strength is the current driver level, Momentum is the change vs prior, and State is a classified regime — Stable, Accelerating, Elevated, Fragile, or Breaking.
See data sources →This isn't a recommendation. High strength means the theme is loud in the data right now — not that it's predictive or that you should trade it. Color shows whether the active theme is a tailwind, headwind, or mixed impact. Assets shown are things that move with each theme; they're tracked for price only.
Changelog →Informational only — not investment advice. MarketSchema is not a registered investment adviser. Schema Scores and indexes are quantitative signals derived from public market data, not recommendations to buy or sell any security.
