StormyHistorical snapshot • Data as of Aug 31, 2022
Scenarios
Move two sliders to see what the guidance would be in a different week.
Checked Oct 9, 2026, 6:29 PM UTC
StormyHistorical snapshot • Data as of Aug 31, 2022
Move two sliders to see what the guidance would be in a different week.
Checked Oct 9, 2026, 6:29 PM UTC
Four preset scenarios. Each sets the short-term borrowing rate and the recession warning gauge (10-year minus 2-year rate).
Funding pressure above 70 and risk appetite below 50: Freezing. Above 70 and above 50: Cloudy. Below 70 and below 50: Stormy. Below 70 and above 50: Sunny.
Conditions
Stormy→StormySame conditions as this week
Resume 66Change line 70Pause 76
This week: 75
Pause 44Change line 50Resume 54
This week: 19
Guidance in this scenario
"Safety first."
Tone: Low rates, investors pulling back · Money is cheap, but buyers are nervous. They pay for reliability, not for experiments.
| Area | Action now | Pause if |
|---|---|---|
| Hiring | Only replace people who leave, and hire for roles you can't deliver without | Funding pressure rises above 76 or risk appetite is below 44. Risk appetite is 28 now. |
| Spending | Before you approve any optional spend, work out how long it takes to pay back | Funding pressure rises above 76 |
| Fundraising | If you're planning to raise, get your materials ready now so you decide when to go out | Risk appetite is below 44 or funding pressure rises above 76. Risk appetite is 28 now. |
| Roadmap | Keep the core roadmap on schedule, and ship what customers can use this quarter first | Risk appetite is below 44 or two weekly readings in a row come in weaker. Risk appetite is 28 now. |
| New bets | Keep only the experiments you can stop within a week, each with a review date | Risk appetite is below 44 or funding pressure rises above 76. Risk appetite is 28 now. |