What does a clockwise vs. counter-clockwise rotation mean?

Clockwise rotation indicates a typical business cycle progress, while counter-clockwise rotation often signifies non-typical events or significant policy interventions.

What data sources does this skill use?

It primarily utilizes Federal Reserve Economic Data (FRED) for indicators such as the Chicago Fed's NFCI and corporate profit proxies.

Do I need an API key to run this analysis?

No, the skill is designed to fetch public CSV data directly from FRED, eliminating the need for an API key.

Can I customize the indicators used for the X and Y axes?

Yes, you can adjust the axis_mapping and series_id parameters to use different financial or growth metrics.

Investment Clock Rotation Analyzer

Name: Investment Clock Rotation Analyzer
Author: fatfingererr

byfatfingererr

0•

数据科学与机器学习

Analyzes macroeconomic trends by mapping earnings growth and financial conditions onto a four-quadrant investment clock model.

This skill automates macroeconomic analysis by fetching real-time financial data from FRED to determine the current market phase within a specialized investment clock framework. It calculates Z-scores for earnings growth and financial liquidity, identifies the specific quadrant (Ideal, Mixed, Repair, or Worst), and computes the precise 12-hour clock position to track clockwise or counter-clockwise cycle rotation. It is an essential tool for investors and macro analysts seeking data-driven insights into asset allocation based on the interplay between corporate profitability and the monetary environment.

主要功能

01Rotation analysis to detect typical or atypical (policy-driven) economic shifts

020 GitHub stars

0312-hour clock position calculation for precise trend and cycle tracking

04Dynamic asset allocation suggestions tailored to specific quadrant characteristics

05Automatic data retrieval from FRED for indicators like NFCI and corporate profits

06Four-quadrant classification (Q1-Q4) for standardized market phase identification

使用场景

01Macroeconomic research for strategic asset allocation and risk management

02Generating automated market cycle reports using live Federal Reserve data

03Comparing current market rotation characteristics with historical economic cycles

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add fatfingererr/macro-skills analyze-investment-clock-rotation

For use in Claude.ai and ChatGPT

Download Skill