Ashwath Macro Dashboard

Quantitative Global Macro & Cross-Asset Intelligence
INTELLIGENCE_FEED

Weekly Macro Intelligence

High-conviction synthesis of global credit cycles, currency debasement trends, and systematic cross-asset correlations. Maintained for institutional review.

STATUS: ACTIVE_TRACKING
SECURE_VAULT

Execution Protocol

Proprietary risk-parity models and position sizing frameworks for commodity and equity markets.

STATUS: RESTRICTED_ACCESS
GEO_MACRO

Diplomat Decodings

Analyzing geopolitical arbitrage, trade corridor shifts, and their immediate impact on capital flows.

STATUS: OPEN
INFRA_CAPITAL

GIFT City Intelligence

Monitoring offshore structural changes and tax-neutral capital inflow nodes.

STATUS: OPEN
SECTOR_CYCLICAL

Nuclear & SMR Thesis

Strategic positioning in Small Modular Reactors and the evolving energy supply chain.

STATUS: OPEN
TRADE_POLICY

Tariff Tailwinds

Analyzing domestic PLI disbursements, anti-dumping duties, and their cascading effects on industrial automation and cyclical margins.

STATUS: OPEN