Individual skill

macro-analysis

Macroeconomic cycle positioning and central-bank policy interpretation, including GDP/CPI/PMI/rates/FX analysis, with output in the form of major-asset allocation tilts.

agent/src/skills/macro-analysis/SKILL.md

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# Macroeconomic Analysis

## Overview

Interprets macroeconomic data and central-bank policy, identifies the current economic-cycle stage, and derives major-asset allocation direction. Covers the three major economies of China (PBOC), the United States (Fed), and Europe (ECB).

## Core Indicator System

### Growth Indicators

| Indicator | Frequency | Key Threshold | Data Source |
|------|------|----------|--------|
| GDP YoY | Quarterly | China >5% = normal, <4% = weak | National Bureau of Statistics |
| Manufacturing PMI | Monthly | >50 = expansion, <50 = contraction, 49-51 = borderline | NBS / Caixin |
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