We are thrilled to announce that our macro trading portfolio is now live on the website, giving you access to our approach to allocation.

The full portfolio, investment philosophy, and thoughts on the role of macro in any portfolio are accessible here, but we want to take this opportunity to explain why the portfolio was launched, what you can expect from it, and how it will give you an edge in global markets.

The portfolio simulates an investment of $100,000 in accessible, long-only products like ETFs, stocks, and occasionally crypto or FX (with recommendations on how to trade these via ETFs or similar instruments).

The portfolio provides access to our model library, trade ideas, and more, all rooted in our cutting-edge macro regime models that nowcast daily movements in growth, inflation, and liquidity. These models provide real-time insights into the directional movement of these three variables, which are closely correlated with financial market behavior. We’ve summarized the overall framework in the two charts below, showing both our model history and how assets typically perform across combinations of the three core macro variables.

Chart 1.a: Our US Macro Regime Model