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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

Rates & indicators

PEI Index

Physical Economy Index — composite score of real-world economic activity

Composite index

Physical Economy

PPI, rail carloads, truck tonnage, industrial output, and real-activity gauges

Activity tracker

Manufacturing

Sector production, Fed surveys, new orders, backlogs, and capacity utilization

Production data

Construction Pulse

Spending breakdown, IIJA/IRA tracker, housing pipeline, and input cost trends

Spending & permits

Reshoring Tracker

FDI flows, reshoring momentum index, project timeline, and sector deep-dives

FDI & manufacturing

Atoms vs Bits

Physical vs digital economy performance — commodity producers vs tech giants

Real vs digital

Spreads & Seasonals

Commodity calendar spreads, seasonal patterns, and inter-market spread analysis

Spread charts

ETF Flows

Commodity ETF fund flows, AUM tracking, and institutional positioning shifts

Flow tracker

Prediction Markets

Binary prediction markets on commodities, energy, and macro outcomes

Live markets

Scenarios

Price scenario modeling — supply shocks, demand shifts, and policy impacts

What-if modeling
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