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Macroeconomic Sector Report
Cycle-aware insights for every major equity sector—built on real economy data, factor exposure, and regime testing
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  • Сycle context, not just charts
    We map sectors to macro regimes (expansion, slowdown, inflation up/down) to explain why performance shifts
  • Risk truly quantified
    Sharpe, drawdown, CVaR, and beta by regime (growth vs. slowdown; inflation rising/falling)
  • Factor transparency
    Value/Quality/Momentum/Low-Vol/Size tilts per sector and what they imply now
  • Actionable tilts
    Clear guidance: overweight/underweight ranges, hedges, and guardrails.
  • Board-ready PDFs + web
    Clean visuals, method notes, and one-page “So what?” summary
Our reports are updated monthly and swiftly supplemented with mid‑cycle notes whenever major market turns occur — so clients always have current, decision‑ready insights
What’s inside each Sector Report
Cycle Snapshot
Current macro regime (growth momentum, inflation pulse). Historical sector performance across regimes, including a consistency score showing how stable those relationships have been.
Drivers & Sensitivities
Sensitivity to rates and duration, credit beta, exposure to USD and commodities (e.g., energy, industrial metals). Demand-side indicators like PMI New Orders, retail sales, and housing starts where relevant.
Earnings & Valuation
Breadth and dispersion of earnings revisions (EPS), forward P/E vs its own history, free cash flow yield, and dividend safety metrics.
Risk & Correlation Map
Rolling volatility, tail-risk estimates (CVaR), and correlation clusters versus the broad market and defensive sectors. Stress tests simulate +100 bps rate moves, credit spread widening, and equity drawdowns.
Factor Exposures
Sector-level scores for Value, Quality, Momentum, Low Volatility, and Size, including notes on crowding and ETF overlap.
Playbook (Actions)
Guided over- or underweight ranges, entry setups, fail-fast triggers, and recommended hedges such as duration or commodity overlays. Adjustments for existing holdings tailored to retail and small treasury portfolios.
Appendix & Methods
Data sources, assumptions, rebalancing cadence, limitations, and glossary of key terms.
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Who it’s for

  • Retail investors
    building sector-tilt portfolios or rotating tactically
    1
  • Small businesses / treasuries
    allocating ETF sleeves with sector exposure
    2
  • Advisors/family offices
    who need clean, client-ready sector briefs
    3
Unlock new possibilities and boost your efficiency by leveraging our reliable data solutions
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