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All Clear: Recession Indicators Signal Continued Expansion as Risks Vanish

Economic indicators confirm a robust expansion as the Sahm Rule retreats and credit spreads remain tight, suggesting a highly favorable environment for continued cyclical equity outperformance.

May 08, 2026
The latest economic data release for May 2026 paints a picture of an economy not just avoiding a downturn, but actively accelerating into a new phase of growth. With the overall recession risk score hitting a floor of zero, investors are witnessing a powerful convergence of technical and fundamental signals that point toward a sustained period of expansion.
0
Low Risk
Recession Risk Score (0-100)
Indicator Value Status
Sahm Rule 0.13 Clear
Yield Curve (10Y-2Y) 0.49% Normal
HY Credit Spread 2.79% Tight
Recession Probability 1.8% Low
NBER Status No Expansion
10Y-2Y Spread
+0.49%
10Y-3M Spread
+0.72%
Status
Normal
IG Spread
0.79%
HY Spread
2.79%
Credit Conditions
Normal

Defensive Sectors

Sector 1M YTD
GLD Gold -0.7% +8.9%
TLT Long Treasury -1.5% -1.7%
XLP Consumer Staples +1.4% +8.1%
XLU Utilities -3.5% +5.7%
XLV Healthcare -3.3% -6.5%

Cyclical Sectors

Sector 1M YTD
IWM Small Caps +8.4% +14.7%
XLB Materials -0.7% +13.3%
XLF Financials +0.7% -5.9%
XLI Industrials +2.1% +12.2%
XLY Consumer Discretionary +8.2% +0.4%

Sahm Rule - 5 Year History

Red line marks 0.50 recession trigger threshold

Recession indicators serve as the vital signs of a modern economy, providing investors with a quantitative framework to distinguish between temporary market noise and structural decay. These metrics, ranging from labor market momentum to the plumbing of the credit markets, are essential because they track the cyclical flows of capital and employment that dictate long-term asset returns. For the intelligent investor, understanding these signals is not about predicting the future with certainty, but about identifying the current economic regime to align portfolio risk accordingly. When multiple independent indicators—such as the shape of the yield curve and the behavior of corporate credit spreads—converge on a single reading, the signal-to-noise ratio increases significantly. In the current environment, these indicators are no longer just suggesting resilience; they are shouting that the expansion is on solid footing. By monitoring these data points, market participants can avoid the emotional pitfalls of headline volatility and remain positioned in the sectors most likely to benefit from the prevailing macro tailwinds. The most striking development in the May 2026 data is the dramatic retreat of the Sahm Rule, which now sits at a negligible 0.13. This reading is well below the 0.50 threshold that historically triggers a recession warning, and perhaps more importantly, it reflects a one-month decline of 0.22. This sharp downward trend suggests that the labor market is not merely stabilizing but is actively strengthening, effectively silencing the 'soft landing' skeptics who feared a late-cycle surge in unemployment. Economist Claudia Sahm’s namesake rule is designed to capture the momentum of joblessness, and a reading this low indicates that the hiring engine remains the primary driver of domestic demand. While some analysts previously debated whether the rule might produce a false positive in a post-pandemic world, the current trajectory renders that debate moot. The labor market has successfully absorbed the previous year's rate hikes without breaking, a feat that reinforces the 'no landing' narrative currently dominating Wall Street consensus. Complementing the labor market’s strength is the complete normalization of the yield curve, with the 10Y-2Y spread now standing at a healthy 0.49%. This positive slope marks a definitive end to the protracted inversion that haunted markets throughout 2023 and 2024, signaling that the bond market has moved past its defensive posture. Historically, a steepening curve following a long inversion can be a double-edged sword, but when it occurs alongside tightening credit spreads and robust growth, it typically heralds a multi-year expansionary phase. The current spread of nearly 50 basis points suggests that banks and financial institutions are seeing a more favorable environment for lending, which provides the necessary liquidity to fuel business investment. This 're-steepening' is not the result of a panic-driven flight to short-term bonds, but rather a reflection of rising long-term growth and inflation expectations. Financial conditions are further bolstered by the state of the credit markets, where High Yield (HY) spreads have compressed to a tight 2.79%. When credit spreads are this narrow, it indicates that the 'plumbing' of the financial system is functioning perfectly, with investors demanding very little premium for taking on corporate default risk. The Investment Grade (IG) spread is similarly constrained at 0.79%, suggesting that even the most sensitive parts of the corporate world have easy access to capital. These tight spreads are a direct reflection of high risk appetite and a belief in corporate earnings resilience, as evidenced by the recent Q1 earnings season where beats were widespread. In this environment, the probability of a systemic credit event is virtually non-existent, providing a 'green light' for equity investors to move out the risk curve. The historical context for these readings is overwhelmingly bullish, with our research identifying six similar periods where macro indicators aligned in this specific configuration. In those instances, the S&P 500 delivered a median 6-month forward return of +9.1%, with a positive outcome occurring 90% of the time. This high win rate suggests that the current setup is one of the most reliable 'buy' signals in the historical record, as it combines labor market stability with favorable financial conditions. Investors who followed this signal in the past were rewarded for ignoring the 'late-cycle' anxiety that often precedes a final, powerful leg of a bull market. The market’s internal rotation confirms this outlook, as cyclical sectors have begun to aggressively outperform their defensive counterparts. Over the past month, Small Caps (IWM) and Consumer Discretionary (XLY) have surged by 8.4% and 8.2% respectively, while defensive stalwarts like Utilities (XLU) and Healthcare (XLV) have languished with losses exceeding 3%. This rotation is a classic 'risk-on' signal, indicating that the market is pricing in a re-acceleration of growth rather than a defensive retreat. When investors dump 'bond proxies' like utilities in favor of high-beta small caps, they are voting with their capital for a pro-growth regime. Actionable positioning in this environment requires a tilt toward these cyclical leaders while maintaining a focus on quality factors. Investors should consider overweighting small-cap equities and consumer-facing sectors that benefit from a strong labor market and easing financial conditions. While the 'magnificent' tech leaders continue to provide a floor for the indices, the real opportunity is now found in the broadening of the market rally into industrials and financials. We would only reconsider this bullish stance if we saw a sudden widening of credit spreads beyond 4.0% or a reversal in the Sahm Rule trend toward the 0.50 trigger. For now, the path of least resistance for risk assets is decidedly higher, supported by an economy that has defied the gravity of restrictive policy.

6 similar historical periods found
2025-05 (Sahm: 0.27)2024-02 (Sahm: 0.27)2023-08 (Sahm: 0.13)2023-02 (Sahm: 0.0)2022-08 (Sahm: 0.03)2020-02 (Sahm: 0.0)

S&P 500 Forward Returns

Horizon Median Hit Rate
3 Months -4.9% 41%
6 Months +9.1% 90%
12 Months +21.4% 100%

Recession-Sensitive Stocks

Stock Price 1M 6M 1Y YTD VS S&P 500
CAT Caterpillar $895.69 +16.1% +63.6% +181.0% +56.4% +7.9%
DAL Delta Air Lines $73.11 +7.4% +31.4% +64.7% +5.3% -0.8%
WMT Walmart $130.20 +2.3% +27.3% +32.7% +16.9% -5.9%
GM General Motors $78.41 +2.2% +17.3% +73.5% -3.6% -6.0%
CL Colgate-Palmolive $87.36 +2.1% +14.1% -2.8% +10.6% -6.1%
KO Coca-Cola $78.44 +1.5% +14.2% +11.0% +12.2% -6.7%
MAR Marriott $352.05 +1.0% +29.3% +40.4% +13.5% -7.2%
PG Procter & Gamble $146.06 +0.8% -0.8% -7.0% +1.9% -7.4%
F Ford $12.18 +0.0% -3.6% +21.3% -7.2% -8.2%
NEE NextEra Energy $93.32 -0.9% +14.2% +42.5% +16.2% -9.1%
LVS Las Vegas Sands $53.78 -1.5% -12.2% +39.8% -17.4% -9.7%
COST Costco $1012.06 -1.8% +7.6% +0.4% +17.4% -9.9%
FCX Freeport-McMoRan $60.61 -6.9% +53.8% +60.9% +19.3% -15.1%
MCD McDonald's $283.70 -7.6% -5.2% -9.4% -7.2% -15.8%
JNJ Johnson & Johnson $222.51 -7.8% +19.1% +46.3% +7.5% -16.0%
LULU Lululemon $133.59 -15.9% -16.8% -50.7% -35.7% -24.1%

Outlook

Looking ahead to the second half of 2026, the economic outlook is characterized by a rare 'Goldilocks' alignment of low recession probability and accelerating cyclical momentum. With the recession probability model currently at a mere 1.8%, the immediate threat of a contraction has been effectively neutralized. We expect the 'Great Rotation' into small caps and value-oriented cyclicals to persist as the market prices in a sustained expansion. The primary risk to this outlook would be a re-acceleration of inflation that forces the Federal Reserve to pivot back toward a hawkish stance, but current credit and labor signals suggest that productivity gains are successfully offsetting wage pressures. Investors should remain fully invested, favoring high-beta sectors like Industrials and Consumer Discretionary, while using any temporary volatility as an opportunity to add to cyclical positions. The historical 90% success rate for this indicator set suggests that the next six months could provide some of the strongest returns of the current decade.
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Previous Reports

All Clear: Recession Indicators Signal Continued Expansion and Low Risk
2026M03 -- Apr 03, 2026
All Clear: Recession Indicators Signal Continued Expansion and Robust Growth
2026M02 -- Mar 06, 2026
Recession Risk Remains Low Despite Rising Sahm Rule Unemployment Signal
Feb 10, 2026