Hello Macro Chat :) I've been refining my own framework that combines quantitative data and qualitative analysis into a macro view of major asset classes and markets. It's a bit US-centric at the moment, but I will be giving it a bit of an Asian twist next quarter as I live in Seoul, which has given me a somewhat unique perspective throughout the pandemic.

I plan on releasing these quarterly here on the Exchange as a way to get my own thoughts together and get feedback from others to sharpen my views. Feedback is most welcome. I hope this is useful to others!