Goal: classify the current macro regime and implications for risk assets. Perplexity: aggregate last 7–14 days of macro narratives on inflation, growth, policy; cross‑check multiple sources and provide linked citations; summarize consensus vs dissent. Bloomberg: run WEI<GO>, ECOW<GO>, ECO<GO> for calendar; HP<GO>/GP<GO> on key indices; BI<GO> notes; RV<GO> for sector valuation dispersion; use BQL in Excel to pull CPI, PPI, GDP y/y for G10. Deliverable: 1‑page regime label (reflation/stagflation/slowdown) with 3 trade implications and key risks.
