Macro Research

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When to use this

• Understanding how a macro event affects markets
• Finding the companies that benefit or suffer from a policy change
• Building a view on a theme (rates, inflation, a geopolitical shift)
• Getting context before a major scheduled event (FOMC, key data releases)

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Step 1: Frame the theme

Run Deep Research on [macro theme]. Explain the dynamics, the likely paths, the key risks, and which markets and sectors are most exposed.

Run Deep Research on the impact of sustained higher interest rates on US equities. Which sectors are most exposed, and what's the transmission mechanism?

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Step 2: Connect macro to specific names

Based on this theme, identify the public companies most positively and most negatively exposed, and explain the channel for each.

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Step 3: Stress-test the thesis

What's the strongest argument against this macro thesis, and what data would tell me I'm wrong?

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Step 4: Set up monitoring

Set up a weekly summary of the key data and events relevant to [theme], and flag anything that changes the picture.

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Common mistakes

• Stopping at the thesis. A macro view with no named beneficiaries is an opinion, not an idea.
• Ignoring what’s priced in. Markets often anticipate macro shifts; ask what is already reflected.
• Treating macro as certain. Frame it in probabilities and watch for disconfirming data.

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Prompt variations

How would [specific policy change] flow through to [sector]? Map the winners and losers.

What does the current rate environment mean for [specific stock or sector]?

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Related

• Deep Research Skill — the workflow behind this guide
• Macro event tracker — monitor themes over time
• Sector deep dive — drill into an exposed sector