How to use the Global Macro Analysis agent skill

What an agent skill is and what global-macro makes the agent do

An agent skill is a folder containing a SKILL.md file that gives an AI agent a specific method to follow when a matching request comes in. The global-macro skill is a framework for macro analysis: it builds a view from three dimensions, central-bank policy, exchange-rate regimes and geopolitics, and turns them into factor signals used for cross-asset allocation.

Its core logic is that macro cycles set the direction of major assets, while short-term timing is left to other skills. The file lists the central banks it tracks (Fed, ECB, BOJ), the exchange-rate models it describes (PPP, interest parity, BEER), geopolitical proxy indicators, and capital flow signal rules such as northbound flows into China A-shares.

• Walks through central bank policy transmission from policy rate to equity valuation
• Describes FX forecasting horizons and a USD/CNY checklist
• Lists geopolitical risk proxies such as VIX, gold/oil ratio and DXY moves
• Scores each macro factor from -2 to +2
• Produces a fixed report: cycle positioning, factor scores, asset recommendations and risk warnings

Install the global-macro skill from a ZIP file

Download the ZIP for the skill from this page and unzip it. The package contains SKILL.md. To make it available to Claude Code, place the unzipped skill folder in your user skills directory at ~/.claude/skills/, or in a single project's .claude/skills/ folder if you only want it for that project.

To use it in the Claude apps instead, open Settings, go to Capabilities, and upload the skill under Skills.

• Personal use across projects: ~/.claude/skills/
• Single project only: the project's .claude/skills/ folder
• Claude apps: Settings → Capabilities → Skills, then upload

Trigger the skill with a natural request

You do not need a special command. Ask about markets in macro terms and the agent can apply the framework. The skill's description covers central bank policy transmission, FX forecasting, geopolitical risk and capital flows, so requests that mention those topics are the most likely to match.

Name the assets or question you care about. Requests that mention China A-shares, Hong Kong stocks, gold, US Treasuries, the dollar or northbound flows fit the checklists in the file most closely.

• Give a macro overview of current Fed and ECB policy and how it affects China A-shares
• Score the macro factors for a China and Hong Kong equity allocation and explain the weights
• Assess USD/CNY pressure using the 10-year spread and FX settlement data
• Build a macro dashboard with cycle positioning and a risk warnings section

Examples of what the output looks like

The skill asks for a fixed report template. It starts with cycle positioning for the Fed, the dollar cycle and China monetary policy, then gives a table of factor scores from -2 to +2 with a basis for each, followed by overweight, neutral or underweight calls for China A-shares, Hong Kong stocks, gold and US Treasuries, and a list of risk warnings.

The file's own example scores five factors (Fed policy +1, CNY pressure -1, geopolitics 0, northbound flow +2, USD cycle -1) and averages them to a composite of +0.2, described as neutral to mildly bullish. Treat such numbers as a way to organize your reasoning, not as a forecast.

What the skill needs and safety notes

The skill lists no requirements. It does not run scripts and does not use the network, according to its metadata. It also does not fetch live market data. The file only describes which data sources to look at, such as US 10Y and China 10Y yields, DXY, USD/CNY, EPFR fund flows and northbound flow data. You must supply current figures yourself, from your own data provider.

Because the thresholds and historical averages are presented as rules of thumb, check them against current sources before relying on them. The file itself says the framework is not investment advice and is for research and backtesting.

• Requires: nothing listed
• Runs scripts: no
• Uses network: no
• Market data: not fetched; you provide it
• Historical averages and thresholds: rules of thumb, not verified forecasts

Tips for getting useful results

Give the agent current data in your request, since it cannot fetch live prices or flows with this skill. Ask for the reasoning behind each factor score so you can check the basis column. Use the skill for direction rather than exact timing, because the file leaves timing to other skills.

Check that the agent relies on official central bank statements and meeting minutes, which the notes say should be the basis for policy judgments. Note that exchange-rate forecasts carry large errors, and that northbound flow signals are more reliable when the direction persists for at least three consecutive days.

• Paste the latest figures for the variables you care about
• Ask for the factor score basis, not only the score
• Use the output for direction, and pair it with a timing tool for entries
• Verify thresholds such as the 20 billion RMB northbound rule against current data before use