Four questions.
One dashboard.
Know the macro regime before you make your next move.
- Is liquidity expanding or contracting?
- Is risk appetite rising or falling?
- Is the real economy strengthening or weakening?
- How are people positioned?
Driven by weekly updates across key macro data sources
Durable goods orders hit a 5-year high at $346.2B, driven by an 8% surge over the past month that accelerated the already-rising trend. This captures business investment demand for long-lasting manufactured equipment — machinery, computers, aircraft, and industrial tools — signaling that companies are committing capital to expand productive capacity rather than merely maintaining existing operations. The combination of peak levels and accelerating momentum indicates corporate confidence in future demand conditions, with businesses betting on sustained growth rather than pulling back on capital spending plans.
Four questions.
One dashboard.
Dedicated Finance is a structured read of the macro environment built on a 61-indicator, multi-factor framework spanning liquidity, credit, markets, real-economy activity, and positioning.
Every chart includes plain-language context - what the metric measures, why it matters, and how to interpret its direction.
Data is sourced from the Federal Reserve, CFTC, and public market feeds. Weekly updates provide an objective read on liquidity, risk appetite, the real economy, and positioning.
No forecasts. No advice. Just a clear view of current conditions.
Why the macro environment matters
Most market analysis starts with the asset - the chart, the price, the news. That framing misses something fundamental. The macro environment defines what is possible for markets at any given moment, and understanding it changes how you read everything else.
Understand the backdrop →Start with the Macro Overview.
The full macro narrative, all four regime questions answered, and every chart - one page.
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