Palanor: Reshoring Sentiment

What this index reads

Reshoring is two stories: a political project (bring manufacturing back) and a materials constraint (you cannot reshore without the inputs). Reshoring Sentiment composites the political signal (reshoring) with two materials signals (rare earth, gallium) so the index reflects both narrative volume and constraint awareness.

How to read movement

Rises driven by the reshoring component alone are politics. Rises that pull rare earth and gallium with them are stewardship — someone in the supply chain is paying attention. Halvor watches the gap between the political and the operational reading.

Components & Weights

Every component, every weight. The 30-day spark shows how the underlying series has moved; the transform column shows how it converts to a comparable scale before weighting. Direction indicates whether rising values raise or lower the index.

Historical

24-month history of this index. The composite is recomputed daily; values are stored with timestamps.

References

• FRED — Federal Reserve Economic Data, St. Louis Fed. https://fred.stlouisfed.org/
• Atlanta Fed — Wage Growth Tracker and Sticky-Price CPI. https://www.atlantafed.org/research
• Cleveland Fed — Model-based inflation expectations. https://www.clevelandfed.org/our-research/indicators-and-data
• OECD — Composite Consumer Confidence Indicator. https://data.oecd.org/leadind/consumer-confidence-index-cci.htm
• CNN Business — Fear & Greed Index. https://www.cnn.com/markets/fear-and-greed
• Google Trends — interest over time. https://trends.google.com/