UAM Market Readiness Brief
What the market is telling us. Forward calls grounded in 25-market readiness data.
Opening Thesis
April moved on federal channels. May returned to state-level signals.
The federal cohort paused; legislation and regulatory posture re-emerged as the higher-frequency drivers.
Underneath the scoring layer, May was the largest substrate-build month since the v1.3 rebuild.
Scores are computed under v1.3 methodology. Readiness signals are ingested daily from federal, state, and operator sources; classifier outputs are reviewed and applied via override pipeline. Forward calls in this brief are first-resolution candidates; verification window opens June 16, 2026.
Want the per-market traces and the audit trail behind these calls?
Full May brief includes per-market factor traces, classifier audit data, and the prediction ledger entries linked to each forward call.
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