1-1 = 0.
On interest rates, one trusted indicator points towards higher rates, while another trusted indicator points towards lower rates.
On the USD, one trusted indicator points towards a stronger dollar, the other a weaker dollar.
On US equities, on trusted indicator points towards higher equities, the other lower.
Where both indicators agree upon is the director of inflation which is down.
End result of all this is a cash balance of 100% until agreement is reached.