When to use this
- You want a heads-up before major macro events (FOMC, jobs data, CPI)
- You hold positions sensitive to rates, inflation, or policy
- You want macro context delivered on a schedule rather than chasing it
Step 1: Track the calendar
Step 2: Connect events to your exposure
Generic macro calendars are everywhere. The useful version ties events to your holdings:Step 3: Get the pre-event setup
Step 4: Get the post-event read
Example variations
A weekly macro calendar:Common mistakes
- Calendar without context. A list of dates is not useful unless it connects to your portfolio.
- Ignoring what’s priced in. Markets anticipate macro events; the reaction depends on the surprise, not the event itself. Ask what is already reflected.
- Treating macro as certain. Frame events in scenarios and probabilities, not single predictions.
Related
- Macro research — the full macro research workflow
- Scheduled Tasks concept — how scheduled tasks work
- Scheduled task prompts — more templates