Macro Dashboard

A macro regime session: run the full dashboard, drill into individual categories, and use question-driven analysis to interpret the signals. FRED API is recommended for full coverage; yfinance fallbacks cover most rate and credit proxies.

1. Full macro dashboard (default)

copinance analyze macro

Runs all indicator categories — rates, credit, commodities, labor, housing, manufacturing, consumer, global, advanced — with SPY as the market reference index and a 252-day lookback. Results are saved to .copinance/results/v2/.

2. Custom index and lookback

# Use QQQ as the reference; shorter lookback for recent conditions
copinance analyze macro --market-index QQQ --lookback-days 90
 
# Use DIA (Dow) for a value-tilt reference
copinance analyze macro --market-index DIA --lookback-days 180

--market-index changes the trend/volatility reference. VIX and all 11 S&P sector ETFs are always fetched regardless of which index you choose.

3. Focus on specific categories

# Rates and credit only
copinance analyze macro \
  --no-include-labor \
  --no-include-housing \
  --no-include-manufacturing \
  --no-include-consumer \
  --no-include-global \
  --no-include-advanced
 
# Labor and consumer only
copinance analyze macro \
  --no-include-rates \
  --no-include-credit \
  --no-include-commodities \
  --no-include-housing \
  --no-include-manufacturing \
  --no-include-global \
  --no-include-advanced

4. Machine-readable output

copinance analyze --json macro > macro_result.json
 
# Extract specific fields
copinance analyze --json macro | jq '.results.rates'
copinance analyze --json macro | jq '.results.labor'
copinance analyze --json macro | jq '.report.summary'

5. Question-driven interpretation

Add --question to switch to the LLM-guided path. The model calls the macro tools and interprets the results:

copinance analyze macro --question "Is the yield curve signaling a slowdown?"
 
copinance analyze macro --question "What does the current credit spread environment tell us about risk appetite?"
 
copinance analyze macro --question "Summarize labor market conditions and what they imply for Fed policy."
 
# Stream the interpretation as tokens arrive
copinance analyze --stream macro --question "Give me an overall macro regime assessment — risk-on or risk-off?"

Or use the root natural-language entry for quick macro questions:

copinance "What is the current shape of the yield curve?"
copinance "Are credit spreads tightening or widening?"
copinance --stream "Summarize inflation and labor conditions in one paragraph."

6. Combine macro with equity context

# Get broad macro conditions first
copinance analyze macro --question "What is the current macro backdrop?"
 
# Then drill into a specific sector or name
copinance analyze equity XLF --question "How are financials positioned given the current rate environment?"
copinance analyze equity AAPL --question "How might the current macro environment affect Apple's business?"

Library equivalent

import asyncio
from copinance_os.ai.llm.config import LLMConfig
from copinance_os.infra.di import get_container
from copinance_os.domain.models.job import Job, JobScope, JobTimeframe
from copinance_os.domain.models.market import MarketType
 
async def macro_dashboard():
    container = get_container(
        llm_config=LLMConfig(provider="gemini", api_key="your-key", model="gemini-1.5-pro"),
        fred_api_key="your-fred-key",  # recommended
    )
    orchestrator = container.research_orchestrator()
 
    job = Job(
        scope=JobScope.MARKET,
        market_type=MarketType.EQUITY,
        instrument_symbol="SPY",
        timeframe=JobTimeframe.MID_TERM,
        execution_type="deterministic_market_analysis",
    )
    result = await orchestrator.run_job(job, {})
 
    if result.success and result.report:
        print(result.report.summary)
        for metric, value in result.report.key_metrics.items():
            print(f"  {metric}: {value}")
 
asyncio.run(macro_dashboard())

FRED setup

A FRED API key is free and unlocks the full set of official economic series:

# Add to .env
COPINANCEOS_FRED_API_KEY=your-fred-key

Get a key at: fred.stlouisfed.org/docs/api/api_key.html

Without FRED, the system falls back to yfinance proxies for rate and credit data, and some labor/housing/manufacturing series may be unavailable.