macro-analysis

macro-analysis is a skill for Claude Code, Codex from HKUDS/Vibe-Trading. It costs 40 tokens per session (2,016 once invoked), scanned A, original, MIT.

A framework for reading economic data and central-bank policy to judge where the economy is in its cycle. It covers China, the United States, and Europe.

In plain words
What is it for?
Use it to assess GDP, consumer prices, manufacturing surveys, interest rates, and foreign-exchange conditions, then form broad allocation tilts across major asset classes.
Why use it?
It brings growth, inflation, interest rates, currencies, and policy decisions into one view, instead of treating each number separately.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to assess GDP, consumer prices, manufacturing surveys, interest rates, and foreign-exchange conditions, then form broad allocation tilts across major asset classes.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hkuds/vibe-trading/macro-analysis
About the project

Vibe-Trading is a personal trading agent that gives an AI system tools for market analysis, algorithmic trading, backtesting, and related workflows. It is for users who want an agent to research and evaluate trading strategies or manage simulated and other trading activities. The catalogue contains skills that expose these trading capabilities to compatible agents.

HKUDS/Vibe-Trading · 33,017 stars · on GitHub · vibetrading.wiki

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.

Any agent
npx skills add HKUDS/Vibe-Trading --skill macro-analysis
Clone the repo
git clone --depth 1 https://github.com/HKUDS/Vibe-Trading

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for macro-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/hkuds/vibe-trading/macro-analysis/github.svg)](https://agentmods.dev/skills/hkuds/vibe-trading/macro-analysis)
Your own site
<a href="https://agentmods.dev/skills/hkuds/vibe-trading/macro-analysis"><img src="https://agentmods.dev/badge/skills/hkuds/vibe-trading/macro-analysis/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for macro-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/hkuds/vibe-trading/macro-analysis"><img src="https://agentmods.dev/badge/skills/hkuds/vibe-trading/macro-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,016 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. ✓ AI security review Fable 5.1 · 6 Sept 2026 📄 Read the review Third-party audits
  • Snyk pass 7 Sept 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 5.1 $0.00040 $0.02016
Opus 5 $0.00020 $0.01008
Sonnet 5 $0.00008 $0.00403
Haiku 4.5 $0.00004 $0.00202

Measured 9d ago against content hash 3f9884c2a5ba, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

macro-analysis 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 9d ago.

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.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

agent/src/skills/macro-analysis/SKILL.md · 193 lines

How it starts

The opening of the file, as written. The whole thing — 193 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Macroeconomic Analysis

Overview

Interprets macroeconomic data and central-bank policy, identifies the current economic-cycle stage, and derives major-asset allocation direction. Covers the three major economies of China (PBOC), the United States (Fed), and Europe (ECB).

Core Indicator System

Growth Indicators

Indicator Frequency Key Threshold Data Source
GDP YoY Quarterly China >5% = normal, <4% = weak National Bureau of Statistics
Manufacturing PMI Monthly >50 = expansion, <50 = contraction, 49-51 = borderline NBS / Caixin
Industrial production Monthly >5% = normal National Bureau of Statistics
Retail sales Monthly >8% = strong consumption National Bureau of Statistics
Fixed asset investment Monthly Focus on infrastructure vs real-estate components National Bureau of Statistics

Inflation Indicators

Indicator Frequency Key Threshold Interpretation
CPI YoY Monthly >3% = inflation pressure, <0% = deflation risk Strongly affected by the pork cycle, so core CPI is more reliable
PPI YoY Monthly >0% = improving corporate profits, <0% = deflation transmission Leads CPI by 3-6 months
Core CPI Monthly >2% = demand-driven inflation Excludes food and energy
M2 YoY Monthly >10% = monetary easing The M2-M1 spread reflects how active liquidity is

Rates and FX

Indicator Meaning Focus
1Y / 5Y LPR Loan prime rate Rate-cut signal
DR007 Interbank 7-day repo rate Funding tightness / looseness
10Y government bond yield Risk-free rate anchor <2.5% = loose, >3.5% = tight
USD/CNY Exchange rate >7.3 = high depreciation pressure
US 10Y-2Y spread Term spread Inversion signals recession (leads by 12-18 months)

Four-Stage Economic Cycle Model

Merrill Lynch Clock Framework

        GDP↑ + CPI↓           GDP↑ + CPI↑
        ┌─────────┐           ┌─────────┐
        │ Recovery │ ────→    │ Overheat│
        │          │           │         │
        └────┬────┘           └────┬────┘
             ↑                     │
             │                     ↓
        ┌────┴────┐           ┌────┴────┐
        │Recession│ ←────     │Stagflat │
        │         │           │         │
        └─────────┘           └─────────┘
        GDP↓ + CPI↓           GDP↓ + CPI↑

Read the full file on GitHub · 193 lines

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. 9d ago First seen · 193 lines · 40 tokens per session scan A 3f9884c2a5ba

Subscribe to this mod's changes

macro-analysis is a skill published in the GitHub repository HKUDS/Vibe-Trading (33,017 stars, last pushed yesterday), licensed MIT. It adds 40 tokens to every session and 2,016 once invoked, about $0.0002 per session on Opus 5. 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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