What problem does it solve?
This Skill helps you interpret macroeconomic indicators and central-bank signals to determine where you are in the economic cycle and what major-asset direction to lean toward.
Core Features & Use Cases
- Economic-cycle positioning: Maps GDP, PMI, CPI/PPI, and liquidity signals into recovery, overheat, stagflation, or recession stages using a four-stage framework.
- Central-bank policy interpretation: Builds a structured read of the Fed, PBOC, and ECB by translating policy statements and tools into easing/tightening implications.
- Actionable portfolio output: Converts the cycle stage and policy stance into major asset allocation tilts (equities, bonds, commodities, cash) with supporting logic and risk warnings.
- China/US/Europe coverage: Adjusts interpretation for China’s real-estate/infrastructure dynamics and uses global anchors like the USD and Treasury yields.
Quick Start
Ask the macro-analysis skill to assess the latest China, US, and global indicators and return the economic-cycle stage plus the implied major-asset allocation tilts and key risks.