Markets & Macro
Macro indicators, manufacturing, construction, trade flows, positioning, and scenario analysis
Macro Dashboard
Fed Funds, CPI, DXY, yields, earnings calendar, and key economic indicators
PEI Index
Physical Economy Index — composite score of real-world economic activity
Physical Economy
PPI, rail carloads, truck tonnage, industrial output, and real-activity gauges
Manufacturing
Sector production, Fed surveys, new orders, backlogs, and capacity utilization
Construction Pulse
Spending breakdown, IIJA/IRA tracker, housing pipeline, and input cost trends
Reshoring Tracker
FDI flows, reshoring momentum index, project timeline, and sector deep-dives
Atoms vs Bits
Physical vs digital economy performance — commodity producers vs tech giants
Spreads & Seasonals
Commodity calendar spreads, seasonal patterns, and inter-market spread analysis
ETF Flows
Commodity ETF fund flows, AUM tracking, and institutional positioning shifts
Prediction Markets
Binary prediction markets on commodities, energy, and macro outcomes
Scenarios
Price scenario modeling — supply shocks, demand shifts, and policy impacts