Economic Insights
Data-driven analysis on economic trends, labor markets, and systemic risks.
Global Economic Map
Visual breakdown of global interest rates, GDP growth, inflation, and fiscal balances across countries and regions.
13F Institutional Holdings Explorer
SEC 13F filings · Top institutional fund positions · Quarterly snapshots
Work in progress — new data & visuals coming
US Workforce AI Disruption
BLS OEWS May 2024 · 154.2M workers · $10.3T wage bill
Strait of Hormuz Crisis Monitor
Real-Time Energy Supply Disruption & Market Impact Dashboard
The War in Iran
Day 19 conflict briefing — Operation Epic Fury. Tracking strikes, leadership eliminations, Hormuz disruption, and economic impact from 36+ OSINT sources.
FOMC March 2026 Press Conference
March 18, 2026 FOMC press conference summary — rate decision, SEP projections, and key Q&A takeaways on inflation, energy risks, and the Fed leadership transition.
More reports in progress.
New analyses are being researched and written.
Data-Driven Analysis for Sophisticated Investors
Economic Insights translates complex macro data and institutional positioning signals into clear, actionable analysis. Each report is built on primary sources — BLS, IMF, World Bank, Goldman Sachs, SEC 13F filings — and designed to surface the signals that matter most for long-term investors.
What's Inside
Global Economic Map
A live visual dashboard of interest rates, GDP growth, inflation, and fiscal balances across 40+ countries and regions. Identify macro tailwinds and headwinds before they show up in stock prices.
13F Institutional Holdings
A full-featured analytics dashboard tracking 13F filings from 40+ major funds. See what smart money bought, sold, and held each quarter — with a Q4 heatmap, multi-fund trend charts, conviction scoring, and a fund-by-fund holdings explorer.
US Workforce AI Disruption
A quantified risk model built on BLS OEWS May 2024 data covering 154M workers and a $10.3T wage bill. Categorizes occupational exposure across high, medium, and low disruption tiers — with sensitivity analysis and scenario modeling.
Strait of Hormuz Crisis Monitor
A real-time geopolitical crisis dashboard tracking the Strait of Hormuz closure impact on oil prices, global supply chains, and cross-asset markets. Includes scenario analysis, pipeline bypass status, and actionable positioning.
Why It Matters
Institutional-Grade Sources
Every data point is traced to primary sources: BLS, IMF, World Bank, Goldman Sachs, WEF, SEC EDGAR, and peer-reviewed research. No speculation, no hot takes.
Quantitative Modeling
Reports include sensitivity matrices, scenario analysis, and leading indicators so you can stress-test assumptions — not just read conclusions.
Multi-Perspective Framing
Competing narratives are examined side by side. Where analysts disagree, we show the data behind each position and let you form your own view.
Macro-to-Market Bridge
Each insight connects economic trends and institutional flows to portfolio implications — sector rotation, credit risk, consumer spending, and structural investment themes.
Start with the Global Economic Map to orient yourself to the current macro regime. Then check the 13F Institutional Holdings dashboard to see where major funds are deploying capital — and where they're cutting. Use the AI Workforce report to assess structural disruption risk in specific sectors. All three reports are designed to complement your stock-level analysis on TapChiPhoWall.