This section is about the backdrop against which every financial decision is made: which economic indicators actually track the market, what inflation does to every rate you are quoted, and whether “green” ratings deliver better numbers. The templates here measure, not predict.
Every template is a live walkthrough on demo data: open it in the Templates section of Analytics Agent and press “Use this template” to run it on your own data.
Macro Correlations (Which Macro Numbers Actually Move the Market?)
Shows: an honest version of the “key indicators” list — which economic indicators track market returns, with what lag, how stable each link is, and where each indicator stands today.
You get: the “what to watch” conversation turns from opinion into a measured profile — with an honest caveat: at the monthly scale, the links are weak.
Real Rates (What Do You Actually Earn After Inflation?)
Shows: every rate quoted to you, reduced by inflation — on both sides: what the depositor earns and what the borrower pays; the periods when inflation was eating the money are named by date and depth.
You get: “my deposit pays 3.6%” becomes “I am beating prices by 0.3%, and that is unusual” — inflation’s quiet fee becomes visible.
ESG vs Performance (Better Numbers or Just Better Feelings?)
Shows: companies grouped by their environmental and governance ratings and compared on profitability, volatility, and returns — with an honest note about many simultaneous comparisons and no correction for it; separately, it shows how two agencies disagree in rating the very same companies.
You get: before you pay for a “green” portfolio, you can see that it is indeed calmer, but not richer — and that the ratings themselves depend on who assigned them.