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MODELS: The SAHM Rule Redux | RecessionAlert — exploratory proxy campaign

2026-09-03T14:30:00Z Research completed SHA-pinned SAHM Rule Redux MODELS article discloses multiple Sahm constructions without page-local assets or portfolio mapping. Six labeled UNRATE proxy variants executed with causal lag>=1; disposition exploratory_tested_proxy with explicit NO-GO for native fidelity.
1565 recessionalert research_campaign sahm proxy fidelity_mismatch data_limited exploratory_tested_proxy no_go_native

Source report: research/findings/1565.md

Objective

Independently explore the RecessionAlert inventory row MODELS: The SAHM Rule Redux | RecessionAlert from the checked-in offline snapshot without live-site requests, credentials, private account data, or canonical crawl-database mutation.

Source and provenance

Page https://recessionalert.com/sahm-rule-redux/ bound to SHA256 sha256:9e9dc30d8e2d67ec4b12fd7b31d0589fb92659e575f105def7c6290949ab434e, fetched 2026-08-22T23:48:25Z, HTTP 200, 111645 bytes. Asset SHA256 provenance: linked_assets=0. Public month-end proxies loaded read-only from data/market.sqlite and data/recessionalert.sqlite.

Disclosed rule, native span, and publication lag

Documented Sahm constructions include standard 3MMA vs 12-month low trigger 0.50, Redux unsmoothed 0.60, 7-month unsmoothed, cycle-low Schannepp, state individualized triggers 0.4–1.0%, Job Losers U2 Redux, and monthly subscriber update cadence. Native observation span is unavailable on-row. Effective proxy span: UNRATE 1948-01–2026-06; SPY overlay from 1993-01; BIL sleeve from 2007-05. Publication lag unknown; causal default is lag>=1.

Approach and variants

Six labeled UNRATE proxy families (UNRATE, SPY, IEF, BIL) with lag/lookback/threshold neighbors executed via research/research_campaign/recessionalert_1565.py; see research/findings/1565.md and research/findings/campaigns/1565_trial_ledger.json.

Disposition

exploratory_tested_proxy — Other/Research publication only; NO-GO for native SAHM Rule Redux parity; not promoted to playable Indicators.

Source artifact: research/results/1565.md