Macro intelligence · Cross-asset research

See the regime.
Before the reaction.

We connect policy, liquidity and positioning to explain what is moving markets—and what could move them next.

CLEAR THESIS · DECISION-USEFUL · BROKER-REFERRED ACCESS

01 / THE LATEST

Research from
the desk.

Selected analysis already published by Global Macro Desk. Every card links to its original note on our public Telegram channel.

03

FOMC: a hawkish hold, not a dovish pivot.

Rates held at 3.50%–3.75% with a 9–3 vote. The split kept the policy signal hawkish despite a mixed initial response across the dollar, yields and risk assets.

02 / THE METHOD

We don’t predict
headlines. We map
conditions.

Markets rarely turn on a single datapoint. Our process tracks the feedback loop between the economy, policy and price action.

01

What is the regime?

Identify the direction and rate of change in growth, inflation and liquidity.

02

What is priced?

Separate the popular narrative from the expectations embedded in markets.

03

Where is the asymmetry?

Turn the gap into a clear expression with catalysts, risks and invalidation levels.

03 / THE COVERAGE

One framework.
A world of signals.

Our research travels across asset classes because macro forces do too.

01

Growth

Leading data, nowcasts, earnings breadth

02

Inflation

Wages, services, goods and expectations

03

Policy

Central banks, fiscal impulse, liquidity

04

Markets

Rates, FX, commodities, equity regimes

05

Positioning

Flows, sentiment, volatility, asymmetry

DESK ACCESS

Research follows
the relationship.

Global Macro Desk is available to clients who register through one of our approved broker relationships.

  1. 01
    Register with a partner

    Open or confirm your account through one of the brokers we work with.

  2. 02
    Contact the desk

    Email globalmacrodesk1@gmail.com or message @globalmacrodesk on Telegram with your broker name and account reference.

  3. 03
    Receive access

    Once the relationship is confirmed, we’ll activate your research access.

Already registered? Contact us directly and we’ll verify your broker relationship.