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Correlation Deep Dive

Sahm Rule vs 10Y-2Y Yield Curve: Correlation Analysis

Pearson correlation of daily returns for Sahm Rule Recession Indicator and 10Y-2Y Yield Spread. Rolling windows, yearly breakdown, regression beta, and divergence analysis. Data window spans to (31 aligned observations).

30-Day
-0.249
Weak negative
90-Day
-0.111
Essentially uncorrelated
1-Year
-0.111
Essentially uncorrelated
5-Year
-0.111
Essentially uncorrelated

What the Number Means

With a correlation of -0.11, Sahm Rule Recession Indicator and 10Y-2Y Yield Spread are essentially uncorrelated at daily frequency. Either the relationship operates at a different time horizon or the shared driver has been dominated by idiosyncratic noise during the observation window.

Recent vs Long-Run Behavior

Last 90 Days
-0.111
5-Year Baseline
-0.111

Recent correlation tracks the long-run relationship closely. No meaningful divergence. The historical pattern between Sahm Rule Recession Indicator and 10Y-2Y Yield Spread is intact and should continue to serve as a reasonable baseline for positioning.

Statistical Details (1-Year Window)

Pearson Correlation (r)-0.111
R-Squared (r²)0.012
Beta (Sahm Rule Recession Indicator vs 10Y-2Y Yield Spread)-0.077
Daily Volatility σ(Sahm Rule Recession Indicator)140.94%
Daily Volatility σ(10Y-2Y Yield Spread)203.36%
Observations31

Correlation measures directional co-movement; R² quantifies the fraction of variance explained by the linear relationship. Beta is the slope coefficient from regressing Sahm Rule Recession Indicator returns on 10Y-2Y Yield Spread returns. A beta above 1 means the first asset amplifies moves of the second.

Year-by-Year Correlation

YearCorrelationStrengthObservations
2025-0.302Weak negative5
2024-0.743Strong negative8
2023+0.094Essentially uncorrelated6
2022-0.338Weak negative7
2021+0.357Weak positive5

Year-by-year correlation reveals how the relationship has held up across different macro regimes. Sharp year-over-year swings in correlation often mark the transition between stress and calm periods.

Methodology

Correlations are computed on daily log-adjacent returns for Sahm Rule Recession Indicator and 10Y-2Y Yield Spread, aligned on shared trading dates. We use the Pearson product-moment coefficient, which measures the linear relationship between two return series.

Windows are the most recent N observations for 30D, 90D, and 1Y (252 trading days); the 5Y figure uses all aligned data up to 1,260 observations. Beta is the OLS slope from regressing the first series on the second. Data updates daily with a 24-hour revalidation cadence.

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Get daily macro analysis on shifting correlations, regime transitions, and cross-asset signals.

Correlation is not causation and backward-looking statistics can fail when regimes shift. Positions sized on historical correlation assumptions should be stress-tested against scenarios where the relationship breaks. For informational purposes only.