macro-regime-monitor

macro-regime-monitor is a skill for Claude Code, Codex from seaworld008/Commonly-used-high-value-skills. It costs 38 tokens per session (2,003 once invoked), scanned A, original, MIT.

A market-monitoring tool that combines inflation, economic growth, interest-rate spreads, and money-supply signals to classify the current economic cycle. It frames conditions such as growth with high inflation or recession with low inflation.

In plain words
What is it for?
Use it for weekly macroeconomic reviews, asset-allocation meetings, cross-asset positioning, and monitoring changes in inflation, growth, liquidity, and spreads.
Why use it?
It turns many economic indicators into a clearer view of the environment before investment decisions are made. It can help identify shifts between risk-taking and risk-reduction conditions.

Skill for Claude CodeCodex

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

Good fit Use it for weekly macroeconomic reviews, asset-allocation meetings, cross-asset positioning, and monitoring changes in inflation, growth, liquidity, and spreads.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor
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 seaworld008/Commonly-used-high-value-skills --skill macro-regime-monitor
Clone the repo
git clone --depth 1 https://github.com/seaworld008/Commonly-used-high-value-skills

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-regime-monitor

README.md
[![agentmods](https://agentmods.dev/badge/skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor/github.svg)](https://agentmods.dev/skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor)
Your own site
<a href="https://agentmods.dev/skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor"><img src="https://agentmods.dev/badge/skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor/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-regime-monitor

Your own site · 80×15
<a href="https://agentmods.dev/skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor"><img src="https://agentmods.dev/badge/skills/seaworld008/commonly-used-high-value-skills/macro-regime-monitor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,003 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. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium MCP Rug Pull · line 26
    npx commands without a version suffix (e.g. @1.0.0) create a rug-pull risk if the upstream server is compromised and publishes a malicious update.
    Fix: Pin the version: npx @scope/[email protected]
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 $0.00038 $0.02003
Opus 5 $0.00019 $0.01001
Sonnet 5 $0.00008 $0.00401
Haiku 4.5 $0.00004 $0.00200

Measured 5d ago against content hash 00c60df37247, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

macro-regime-monitor 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 5d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/classify_regime.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

openclaw-skills/macro-regime-monitor/SKILL.md · 137 lines

How it starts

The opening of the file, as written. The whole thing — 137 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Macro Regime Monitor (宏观周期监控器)

从宏观噪音中提取信号,识别当前的宏观范式(Macro Regime),为资产配置和行业轮动提供决策依据。本技能通过整合通胀、增长、利差和流动性等多维指标,帮助投资者判断市场正处于何种周期阶段,从而决定是“Risk-on”还是“Risk-off”。

安装与前提条件

# 确保已安装宏观数据抓取与分析库
pip install pandas numpy openbb requests
# 下载宏观分类脚本
npx clawhub install macro-regime-monitor

触发条件 / When to Use

  • 每周宏观周报 (Weekly Macro Note):在周一开盘前,梳理上周所有宏观数据的变化及其对周期的影响。
  • 资产配置会议 (Asset-allocation Meetings):在决定增配股票还是债权前,先确认宏观大环境。
  • 风险模式切换 (Risk-on vs Risk-off Framing):当突发地缘政治冲突或重大利率决议时,快速评估环境切换风险。
  • 跨资产仓位更新 (Cross-asset Positioning):根据宏观象限的变化,动态调整大宗商品、外汇及权益类资产的比例。
  • 核心逻辑修正:当通胀数据连续三个月超预期,触发“通胀粘性”范式确认。

核心能力 / Core Capabilities

1. 核心指标实时跟踪 (Key Indicators Tracking)

  • 操作步骤
    1. 获取最新的 增长 (Growth) 数据:如 GDP, PMI (制造/服务), 零售销售。
    2. 获取最新的 通胀 (Inflation) 数据:如 CPI, PPI, PCE, 薪资增速。
    3. 获取最新的 流动性 (Liquidity) 数据:如 M2, 央行资产负债表变化, 逆回购(RRP)规模。
    4. 获取最新的 利差 (Spreads) 数据:如 10Y-2Y 收益率曲线倒挂程度, 信用违约掉期(CDS)。
  • 最佳实践:优先关注“二阶导数”(即增长是否在放缓,或通胀是否在加速)。

2. 宏观象限分类 (Regime Classification)

  • 操作步骤
    1. 运行 scripts/classify_regime.py
    2. 将当前环境映射到经典象限:
      • 金发姑娘 (Goldilocks): 增长高,通胀低。
      • 通货膨胀 (Reflation): 增长高,通胀高。
      • 滞胀 (Stagflation): 增长低,通胀高。
      • 衰退/通缩 (Recession): 增长低,通胀低。
  • 最佳实践:不仅给出标签,更要标注当前位置在象限中的偏移趋势。

3. 资产配置含义推导 (Allocation Implications)

  • 操作步骤
    1. 基于当前的 Regime,自动匹配历史胜率最高的资产类别。
    2. 生成“战术性资产配置”(TAA)建议。
    3. 识别最受影响的行业板块(如:滞胀环境下通常利好能源和必需消费品)。
  • 最佳实践:提供“反转触发点”(Flip Points),例如:“如果 10Y 美债收益率突破 5.0%,则从成长股切换到防守型价值股”。

4. 情绪与头寸分析 (Sentiment & Positioning)

  • 操作步骤
    1. 抓取 Fear & Greed IndexAAII Sentiment Survey
    2. 分析 Commitment of Traders (COT) 报告,查看机构在大宗商品和外汇上的多空头寸分布。

常用命令/模板 / Common Patterns

宏观监控数据 JSON 模板 (Macro Indicators JSON)

{
  "region": "US",
  "data_points": {
    "pmi_composite": 52.5,
    "cpi_yoy": 3.4,
    "fed_funds_rate": 5.25,
    "yield_curve_10y2y": -0.45,
    "m2_growth": 0.02
  },
  "trend": "Growth decelerating, Inflation sticky"
}

Read the full file on GitHub · 137 lines

Files

What ships with it

3 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. 5d ago Changed 00c60df37247
  2. 9d ago First seen · 137 lines · 38 tokens per session scan A 973c01699952

Subscribe to this mod's changes

macro-regime-monitor is a skill published in the GitHub repository seaworld008/Commonly-used-high-value-skills (70 stars, last pushed 5d ago), licensed MIT. It adds 38 tokens to every session and 2,003 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 2026-09-03.