macro

A six-part framework for analysing the wider market and economy, including cycles, interest rates, liquidity, crises, assets, sentiment, and how events spread. It is for the environment around a company, not the company's own financial performance.

In plain words
What is it for?
Studying economic cycles, rates, trade, market scenarios, crisis transmission, asset behaviour, and a company's sensitivity to broader market conditions.
Why use it?
It separates economy-wide analysis from company-level profitability, cash flow, and valuation, reducing the risk of mixing different kinds of research.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/eddmpython/dartlab/macro
Any agent
npx skills add eddmpython/dartlab --skill macro
Clone the repo
git clone --depth 1 https://github.com/eddmpython/dartlab

Made for: Claude Code, Codex.

Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,570 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00000 $0.04570
Opus 5 $0.00000 $0.02285
Sonnet 5 $0.00000 $0.00914
Haiku 4.5 $0.00000 $0.00457

Measured yesterday against content hash c2703adc1dd5, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

macro scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

src/dartlab/skills/specs/engines/macro/SKILL.md · 248 lines

How it starts

The opening of the file, as written. The whole thing — 248 lines — stays where its author put it; the contents beside it link to each section on GitHub.

엔진 역할

macro는 회사가 아니라 시장/경제 환경을 읽는 L2 엔진이다. 경제 사이클, 재고, 기업집계, 교역, 전파 edge, 금리, 유동성, 위기, 자산, 심리, 예측, 시나리오, 전망 시뮬레이션, 종합을 6막 인과 구조로 해석한다.

단일 기업 수익성/현금흐름/가치평가는 analysis가 담당한다. macro는 그 기업이 놓인 외부 환경을 제공하고, 보고서 조합은 story가 담당한다.

공개 호출 방식

import dartlab

guide = dartlab.macro()
cycle = dartlab.macro("cycle", market="KR")
rates = dartlab.macro("금리", market="US")
scenario = dartlab.macro("시나리오", "2008 금융위기")
simulation = dartlab.macro("시뮬레이션", market="US")   # BVAR 변수 팬(분위 경로) + IRF + 국면 forward
summary = dartlab.macro("종합", market="KR")
transmission = dartlab.macro("전파", market="KR", sectorKey="semiconductor")

c = dartlab.Company("005930")
company_macro = c.macro("사이클")                    # 시장 매크로, KR 자동
company_transmission = c.macro("전파")               # Industry 위치와 Analysis 직접 근거 자동 바인딩
sensitivity = c.analysis("macro", "매크로민감도")   # 기업 단위 매크로 민감도는 analysis 엔진

강행 호출 룰 (agent 답변 품질 회귀 차단)

15 axis 매크로 질문 (cycle·rates·transmission·corporate·trade 등) 에서 다음 4 룰 강행.

  1. 1 차 도구는 EngineCall 강제. EngineCall(apiRef="macro", args={"axis": "rates", "market": "KR"}) 양식. RunPython 직접 ECOS/FRED 호출 금지 - 본 엔진이 HF SSOT 캐시 + tableRef 발급 담당.
  2. 본문 숫자에 [valueRef:...] 또는 [dateRef:...] inline 표기 필수. macro 데이터는 시점 (asOf) 변동 큼 - dateRef 누락 시 stale 데이터 환각.
  3. cycle / inventory 4 phase 판정은 [conf:30] 기본 - 회고적 신호임을 명시. NBER vs ECRI vs Cleveland Fed 정의 차이 인지.
  4. 단일 지표로 사이클 단정 금지 - CLI·LEI·yield curve 중 최소 2 종 ref 동행. 단일 지표 답변은 한계 명시 필수.
  5. macro EngineCall 결과는 본문에 최소 1 개 수치 + dateRef inline 인용 의무. macro 호출 했는데 답변에 결과 인용 0 회 = evidence flow 누락 회귀 (2026-05-20 OAuth probe 시나리오 F: rates/KR 3 회 호출 후 답변에 금리 수치 0 회 인용, NIM 단정 불가로 회피). 호출 결과의 핵심 지표 (예: KR base rate 3.25% [dateRef:date:macro:rates:KR:2026-Q1]) 1~2 개는 답변 본문 첫 단락에 inline. 결과 부족하면 그 이유 + 어떤 ref 필요 한계 명시.

산업별 macro 연결 - rates / liquidity / trade

기업 질문 + macro axis 결합 시 주로 등장하는 산업 매핑. 본 매핑은 직접 결합 규칙 아닌 대표 패턴 - 실제 결합은 c.analysis("macro","매크로민감도") + 시나리오 호출로.

macro axis 영향 큰 산업 결합 시 인용할 macro 지표 기업 측 인용할 재무 지표
rates 은행·보험·증권·리츠·고PER 성장주 base rate / 10Y-3M / spread 은행 NIM·예대마진, 증권 운용수익, 리츠 D/E
liquidity 자산운용·증권·중소형 성장주 M2 증가율 / NFCI / 신용스프레드 거래대금, 차입 규모, 변동성
trade 반도체·자동차·조선·정유 수출증가율 / 교역조건 / USD-KRW 수출 비중·해외 매출, FX 손익
crisis 금융·부동산·고레버리지 Credit-to-GDP gap / Minsky / GHS D/E, 이자보상배율, 단기차입
assets 자산운용·증권·고배당 5 자산 배분 / Cu/Au / 위험선호 ROE, 배당수익률, beta

Read the full file on GitHub · 248 lines

Files

What ships with it

7 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday First seen · 248 lines · 0 tokens per session scan A c2703adc1dd5

Subscribe to this mod's changes

macro is a skill published in the GitHub repository eddmpython/dartlab (209 stars, last pushed 10d ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 4,570 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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