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MacroMavens was launched with a single mission: to identify major macro themes ahead of the curve.
To accomplish this goal requires the constant and ruthless distinction of ‘noise’ from ‘value’. In keeping with this process, the core commentary is published when there is something new and noteworthy to say (generally 3-4 times a month). This thematic commentary is then supplemented by one-page missives (the "MacroMinute") on specific market or data developments of note. In addition, the firm publishes a quarterly trading piece (the "MacroMonitor") in which the major macro themes are distilled into actionable ideas.
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