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The global economy shifts before the data confirms it

AI-native macroeconomic intelligence designed to detect regime shifts before markets fully price them in. Permutable transforms global narratives, policy developments, geopolitical events and sentiment dynamics into institutional-grade insights, helping traders and investors identify changing economic conditions, emerging risks and cross-market repricing opportunities before they become consensus.

 

US inflation sentiment analysis comparing narrative-driven inflation sentiment with official CPI inflation data from 2016 to 2026. Highlights pre-pandemic, pandemic and post-pandemic inflation regimes, helping identify emerging inflation trends, regime shifts and market-relevant changes before they appear in economic releases.
  • Track inflation, growth, and policy sentiment across global economies in real time
  • Detect macro regime shifts before official economic releases and market consensus
  • Monitor cross-market transmission and repricing across FX, commodities, and rates

From global narrative to macroeconomic intelligence

 

 

  • Local and global information flow
  • Macroeconomic narrative detection
  • Geopolitical and policy intelligence
  • Cross-market transmission and regime signals

  • Regional macro intelligence

    Real-time macro intelligence tracking inflation, growth, labour markets, central bank policy, geopolitical developments, and economic sentiment shaping global economies and financial markets.

  • Narrative regime detection

    Detect when shifts in macroeconomic narrative evolve from temporary market noise into structural macro regime change capable of driving repricing across global markets and institutional positioning.

  • Cross-market transmission

    Monitor how macroeconomic sentiment, policy expectations, and geopolitical developments propagate across FX, commodities, rates, volatility, and broader institutional risk positioning.

  • API
  • Excel
  • Terminal
  • Alerts

Intelligence built for how modern macro desks operate

From discretionary macro positioning to systematic macro and FX strategies, Permutable helps trading and investment teams identify emerging economic drivers, monitor narrative persistence, and anticipate structural repricing before markets fully adjust.

 

  • Narrative regime detection

    Detect disconnects between domestic narrative flow and global market perception to surface macro mispricing, policy divergence, and cross-market repricing risk earlier.

     

  • Separate structural regime change from market noise

    Identify when macroeconomic sentiment reflects genuine economic transition – not temporary volatility, isolated headlines, or short-term positioning dislocations.

     

Institutional-scale macro intelligence for global markets

Permutable processes vast volumes of global information in real time – capturing the narratives, policy developments, geopolitical events, sentiment shifts, and economic signals shaping financial markets. Our infrastructure delivers continuous, research-grade macro intelligence at institutional scale across global economies and cross-asset investment workflows.

 

  • 1M+

    narratives processed daily

  • 250k+

    sources analysed

  • 80+

    languages covered

  • 70+

    assets covered

Turning macroeconomic narrative into actionable intelligence

 

 

Data ingestion

Permutable captures real-time macroeconomic information from global news, central bank commentary, policy updates, geopolitical developments and market commentary. This creates a live intelligence layer that reflects the narratives, expectations, and sentiment shifts influencing markets before they are fully visible in traditional macro datasets.

 

  • Data ingestion

  • Natural language processing & LLMs

  • Sentiment scoring & event detection

  • Narrative and macro regime signal construction

  • Structuring & delivery

  • Validation & quality control

FAQs

 

 

  • How is macroeconomic sentiment different from traditional economic data?

    Traditional macroeconomic indicators are inherently lagging because they measure conditions after economic activity has already occurred. Macroeconomic sentiment focuses on how economies, markets, policymakers, institutions, and local populations discuss inflation, growth, employment, policy, geopolitical risk, and broader economic conditions in real time – often before official data confirms the shift.

     

  • Which macroeconomic themes does Permutable track?

    Permutable tracks inflation expectations, economic growth sentiment, labour market conditions, central bank policy expectations, consumer demand, geopolitical developments, political instability, recession expectations, commodity-driven macro pressures, global trade disruption, and cross-market risk sentiment.

     

  • How many countries and economies does Permutable cover?

    Permutable’s macroeconomic intelligence infrastructure monitors narrative and sentiment signals across more than 50 economies globally, covering both developed and emerging markets. Coverage includes local-language narrative analysis across more than 70 languages to capture regional economic developments often missed by English-only datasets.

     

  • How does Permutable detect macro regime shifts earlier?

    Permutable continuously analyses global information flow, local narrative persistence, policy developments, and cross-market transmission behaviour in real time. By monitoring how narratives strengthen, spread, and influence multiple asset classes simultaneously, the platform helps identify regime transition signals before they fully emerge in traditional indicators or institutional consensus.

     

  • Which asset classes can benefit from macroeconomic sentiment intelligence?

    Permutable’s macro intelligence supports cross-asset workflows including FX, sovereign debt and rates markets, commodities and cross-asset macro portfolios, systematic macro strategies, and institutional risk frameworks.

     

  • Does Permutable analyse local-language information sources?

    Yes. Permutable analyses local and international narrative flow across more than 70 languages. This helps detect regional economic developments, domestic policy shifts, and local sentiment divergence before they are fully reflected in global market narratives or institutional research.

     

  • Can the data be used for quantitative research and backtesting?

    Yes. Permutable’s structured macroeconomic intelligence supports historical analysis, signal research, regime modelling, and systematic strategy development. Teams can analyse how narrative persistence, macro sentiment, and geopolitical developments historically influenced asset pricing and market behaviour.

     

  • Who typically uses Permutable’s macroeconomic intelligence?

    Permutable is designed for institutional users including hedge funds, systematic macro funds, FX trading desks, commodity trading firms, proprietary trading firms, multi-asset investment teams, institutional research teams, and macro portfolio managers.