| name | clarion-regime-check |
| description | Reads the SPY/TLT/RSP color regime and the equity hurdle rate. Use when the user asks about the market regime, risk-on / risk-off, market color, SPY/TLT regime, breadth, or what hurdle rate to use for new positions. Pulls daily bars via yfinance (cached locally). Optionally accepts a 1Y T-bill yield to compute the equity hurdle rate. Requires clarion-setup to have been run. |
| metadata | {"author":"cis.zo.computer","category":"External","display-name":"Clarion Regime Check","homepage":"https://github.com/jingerzz/clarion-intelligence-system"} |
Clarion regime check
Reports the current market regime color (GREEN / BLUE / ORANGE / RED / DANGER) and, if a risk-free rate is supplied, the equity hurdle rate.
When to use
User asks any of:
- "What's the market regime?"
- "Is the market risk-on or risk-off?"
- "What color is SPY/TLT today?"
- "What's the breadth signal?"
- "What hurdle rate should I use for new positions?"
How to run
python /home/workspace/clarion-intelligence-system/skills/clarion-regime-check/scripts/regime.py
If the user mentioned a 1Y T-bill yield, risk-free rate, or "rf rate", pass it (a percent value, no % sign):
python ... regime.py --rf-rate-pct 4.5
If the user wants the latest cached read without re-fetching from yfinance:
python ... regime.py --offline
Output
The script prints a structured markdown report:
- Heading — color and as-of date
- Rationale — a short paragraph stating which signal triggered the color
- Signals table — SPY 20d return, TLT 20d return, RSP-SPY 60d spread, SPY 252d drawdown
- Hurdle rate — only when
--rf-rate-pct is supplied
- Footer — sources and timestamp
Pass the script output through to the user verbatim. Do not paraphrase the numbers or invent a new format.
If the user asks what a color means — e.g. "what does ORANGE imply?" or "how should I size positions in this regime?" — load references/regime-color-guide.md and answer from it.
On error
If the script prints REGIME_ERROR: ..., surface the error to the user. Common cases:
empty history for SPY / TLT / RSP — yfinance returned no rows. Network glitch or rate limit. Suggest waiting a minute and retrying, or running with --offline if there's a recent cache.need at least 61 bars — the workspace is brand new and the cache hasn't backfilled enough history. Tell the user to wait for the first full fetch (the script will fetch ~5 years on first run).
