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The Signal Report
A quarterly macro assessment that cuts through the noise and tells you where the economy actually stands.
Four times a year, we step back from the daily data flow and ask one question: What is the economy actually telling us right now?
The Signal Report is our most comprehensive publication — a deep, research-grade assessment of the U.S. macroeconomic landscape that synthesizes months of data into a clear thesis about where we are, where we’re headed, and what could change the trajectory.
What You Get Each Quarter
A single, in-depth report (typically 4,000–6,000 words) published in the first two weeks of each quarter. This is not a recap of what happened — it’s a forward-looking framework for the next 3–6 months.
Each edition includes:
• The Big Picture Thesis — Our current read on the economic cycle: expansion, slowdown, contraction, or recovery. With evidence.
• Leading Indicators Deep-Dive — What the data that predicts the future (not the data that confirms the past) is saying right now
• Sector-by-Sector Assessment — Labor, housing, manufacturing, consumer, credit, energy — each graded and explained
• Risk Map — The 3–5 scenarios that could materially shift the outlook, with probability estimates and trigger points
• The Framework Score — Our proprietary composite reading of economic health, with historical context
• Positioning Considerations — What this environment has historically meant for different asset classes
Who It’s For
The Signal Report is for investors and professionals who make decisions on a quarterly or annual timeframe. If you rebalance a portfolio, set business strategy, or advise clients based on macroeconomic conditions, this report gives you the analytical foundation to do it with confidence — grounded in data, not headlines.
How to Use It
Read it at the start of each quarter. Use it as your baseline view of the macro environment. When markets get volatile or headlines get scary, come back to the report’s framework — it will tell you whether the noise is signal or just noise. Many subscribers use it as the foundation for their quarterly investment committee discussions or personal portfolio reviews.
How It’s Different
Most quarterly outlooks are either too academic (50 charts, no conclusion) or too bold (a single prediction with no framework). The Signal Report gives you a structured, honest assessment: here’s what the data says, here’s what it means, here’s what could go wrong, and here’s how to think about it. We show our work so you can disagree intelligently.
Included with ON1010 Premium
The Signal Report is part of your ON1010 Premium subscription, alongside The Invisible Hand (monthly), The Morning Bell (daily), and The Sunday Wire (weekly).
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Subscribe to ON1010 PremiumON1010 is a publisher of economic education and research content. Nothing published by ON1010 constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any kind. All content is for informational and educational purposes only. Always consult a qualified financial professional before making investment decisions.