What is Marlowe Keynes Weekly Chartbook?

Marlowe Keynes is a weekly macroeconomic chartbook that compiles 100+ key economic indicators into a single, professionally formatted PDF report. It covers US economy and growth, inflation, Federal Reserve policy, housing, credit markets, equities, commodities, and global macro data from sources including FRED, FMP, Trading Economics, and Databento.

What economic indicators are included in the chartbook?

The chartbook includes 21 sections covering GDP growth, unemployment, inflation (CPI, PCE, PPI), Federal Reserve interest rates, yield curves, housing starts, credit spreads, S&P 500 and NASDAQ performance, US Dollar index, oil and commodity prices, China and Europe economic data, Fed balance sheet, and more. Each chart includes educational context explaining its definition, calculation methodology, and market significance.

How do I generate a PDF report?

Simply click the 'Generate My Weekly Chart Book' button on the home page. All charts are pre-selected by default, and the report is pre-generated in the background for instant delivery. You can also use the green rocket 'Instant Create' button in the toolbar for one-click PDF generation in under one second.

How often is the data updated?

Data is refreshed from multiple sources each time you load the page. The chartbook pulls real-time and near-real-time data from FRED (Federal Reserve Economic Data), Financial Modeling Prep, Trading Economics, and Databento. Most indicators update daily or weekly depending on the release schedule of the underlying economic data.

Can I customize which charts appear in my report?

Yes. Use the Quick Chart Selector toolbar to select or deselect individual charts, entire sections, or use preset templates like 'Fed Watch', 'Inflation Monitor', or 'Market Pulse'. You can save custom presets, share them via URL, and reorder charts using drag-and-drop before generating your PDF.

What data sources does Marlowe Keynes use?

Marlowe Keynes aggregates data from six primary sources: FRED (Federal Reserve Economic Data) for US economic indicators, Financial Modeling Prep (FMP) for equity market data, Trading Economics for global PMIs and international indicators, Databento for futures and derivatives data, EOD Historical Data for additional market metrics, and Polygon.io for real-time market data.

Does the chartbook show recession periods?

Yes. All charts include optional NBER recession shading that highlights historical recession periods with orange vertical bands. This feature can be toggled on or off and covers recessions from 1970 through 2020, providing valuable historical context for interpreting current economic trends.

Fed Funds Implied Rate Path

Market expectations from CME ZQ futures contracts

450.00%

Current Rate

Expected Average

450.00%

0.00%

Highest Expected

475.00%

Peak

Lowest Expected

425.00%

Floor

No futures data available

Market Interpretation

Markets are pricing in stable rates. The Fed Funds futures suggest traders expect the Fed to hold rates steady.

Last updated: 2/25/2026, 4:26:32 PM

Data Source: CME ZQ (Fed Funds Futures) contracts via Databento. This represents market expectations, not Fed guidance or forecasts.

Marlowe Keynes

Research

· 04:26 PM

Weekly Macro Chartbook

"Every night I get 272 charts... When I make an investment decision, sometimes the idea comes from the charts."— Stanley Druckenmiller

Updated Wednesday, Feb 25

124 charts across 21 sections · 62 min quick scan · 186 min deep review

Narrative Intelligence

AI-Powered

LLM-powered insights that tell you what the data means

bearish Outlook

90% confidence

Executive Summary

The US economy is currently experiencing an unprecedented and severe contraction, with real GDP plummeting by an alarming 68.2% annually. This dramatic downturn signals a critical need for immediate and robust stabilization measures to avert further economic deterioration. The current outlook is overwhelmingly bearish, demanding urgent policy responses.

Key Themes

Growth slowing

Risk Factors

• US Economy & Growth weakness
• Sharp decline in US Real GDP Growth (QoQ SAAR)

Opportunities

Last updated: Oct 1, 2025

1.40%

-68.2%

RATES

US 10-Year Real Interest Rate (TIPS)

Last updated: Feb 23, 2026

1.77%

-7.8%

MA10: 1.81%

MA20: 1.86%

MA40: 1.88%

MA200: 1.91%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)35.8

SENTIMENT

University of Michigan Consumer Sentiment

Last updated: Jan 1, 2026

Index56.40

+10.6%

MA10: Index55.40

MA20: Index61.82

MA40: Index64.46

MA200: Index78.83

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)43.9

SENTIMENT

Conference Board Leading Economic Index

Last updated: Feb 1, 2020

Index1.72

+16.2%

MA10: Index1.42

MA20: Index1.31

MA40: Index1.43

MA200: Index1.19

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)60.4

HOUSING

Existing Home Sales

Last updated: Jan 1, 2026

M3.91M

-8.4%

MA10: M4.06M

HOUSING

S&P/Case-Shiller US National Home Price Index (YoY %)

Last updated: Dec 1, 2025

1.27%

-11.2%

MA10: 1.91%

MA20: 3.16%

MA40: 3.80%

MA200: 4.71%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)28.0 Oversold

HOUSING

30-Year Fixed Mortgage Rate

Last updated: Feb 19, 2026

6.01%

-2.4%

MA10: 6.12%

MA20: 6.17%

MA40: 6.40%

MA200: 6.54%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)26.4 Oversold

CREDIT

US High Yield Spread (OAS)

Last updated: Feb 23, 2026

2.95bps

+3.1%

MA10: 2.90bps

MA20: 2.87bps

MA40: 2.80bps

MA200: 2.93bps

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)58.8

CREDIT

US Investment Grade Spread (OAS)

Last updated: Feb 23, 2026

0.80bps

+3.9%

MA10: 0.79bps

MA20: 0.77bps

MA40: 0.77bps

MA200: 0.80bps

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)63.2

CREDIT

BBB Corporate Bond Spread

Last updated: Feb 23, 2026

1.01bps

+3.1%

MA10: 0.99bps

MA20: 0.97bps

MA40: 0.97bps

MA200: 1.02bps

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)64.7

EQUITIES

S&P 500 Index

Last updated: Feb 23, 2026

Index6.84K

-1.2%

MA10: Index6.89K

MA20: Index6.91K

MA40: Index6.91K

MA200: Index6.54K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)44.7

EQUITIES

CBOE Volatility Index (VIX)

Last updated: Feb 23, 2026

Index21.01

+36.6%

MA10: Index19.83

MA20: Index18.76

MA40: Index17.29

MA200: Index17.28

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)58.6

EQUITIES

NASDAQ Composite Index

Last updated: Feb 23, 2026

Index22.63K

+0.1%

MA10: Index22.81K

MA20: Index23.09K

MA40: Index23.28K

MA200: Index21.90K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)41.4

EQUITIES

NASDAQ US Small Cap Index

Last updated: Feb 23, 2026

Index3.40K

+1.4%

MA10: Index3.44K

MA20: Index3.43K

MA40: Index3.40K

MA200: Index3.10K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)47.0

US Dollar Index (Trade Weighted)

Last updated: Feb 20, 2026

Index117.99

-1.8%

MA10: Index117.77

MA20: Index117.90

MA40: Index118.82

MA200: Index120.37

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)44.3

EUR/USD Exchange Rate

Last updated: Feb 20, 2026

USD1.18

0.0%

MA10: USD1.18

MA20: USD1.19

MA40: USD1.18

MA200: USD1.16

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)46.8

USD/JPY Exchange Rate

Last updated: Feb 20, 2026

JPY154.99

+0.6%

MA10: JPY154.38

MA20: JPY154.69

MA40: JPY155.99

MA200: JPY150.41

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)49.1

CHINA

China Real GDP Growth (YoY %)

Last updated: Jan 1, 2024

116.10%

-16.0%

Rate of Change (14-day)

RSI (14)34.3

CHINA

China CPI (YoY %)

Last updated: Apr 1, 2025

-0.07%

-114.6%

MA10: 0.16%

MA20: 0.06%

MA40: 0.72%

MA200: 1.92%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)45.9

EUROPE

Eurozone Real GDP Growth (YoY %)

Last updated: Oct 1, 2025

2.86%

+16.3%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)46.9

EUROPE

Eurozone HICP Inflation (YoY %)

Last updated: Dec 1, 2025

129.47%

-0.1%

MA10: 129.04%

MA20: 127.87%

MA40: 125.40%

MA200: 105.91%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)79.9 Overbought

EUROPE

German 10-Year Bund Yield

Last updated: Jan 1, 2026

2.81%

+5.6%

MA10: 2.65%

MA20: 2.51%

MA40: 2.44%

MA200: 1.22%

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)63.6

NASDAQ 100 / S&P 500 Ratio

Last updated: Feb 24, 2026

3.63

-2.4%

MA10: 3.62

MA20: 3.64

MA40: 3.67

MA200: 3.67

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)42.7

S&P 500 Index

Last updated: Feb 24, 2026

6.89K

-0.2%

MA10: 6.88K

MA20: 6.91K

MA40: 6.91K

MA200: 6.54K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)49.8

FTSE 100 Index

Last updated: Feb 24, 2026

10.68K

+10.7%

MA10: 10.57K

MA20: 10.44K

MA40: 10.27K

MA200: 9.46K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)71.4 Overbought

German DAX Index

Last updated: Feb 24, 2026

24.99K

+3.5%

MA10: 25.00K

MA20: 24.85K

MA40: 24.91K

MA200: 24.15K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)52.5

Nikkei 225 Index

Last updated: Feb 24, 2026

57.32K

+13.2%

MA10: 57.07K

MA20: 55.34K

MA40: 53.79K

MA200: 45.65K

Rate of Change (14-day)

MACD (12, 26, 9)MACDSignal

RSI (14)64.8

Market Interpretation

Marlowe Keynes

Weekly Macro Chartbook

US Economy & Growth

Inflation & Prices

Federal Reserve & Interest Rates

Business Surveys & Sentiment

Housing Market

Credit Markets & Spreads

Equity Markets & Valuations

US Dollar & FX

Commodities & Energy

China Economy

Europe Economy

Fed Balance Sheet & Liquidity

Equity Index Ratios

Currencies & FX

Commodities Extended

Global Equity Indices

S&P 500 Sectors

Sector Valuations (P/E & EV/EBITDA)

Forward P/E by Sector

Forward P/E by Industry

Global Market Forward P/E

Welcome to Your Weekly Chartbook

Inflation & Prices

Federal Reserve & Interest Rates

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Business Surveys & Sentiment

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Housing Market

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Credit Markets & Spreads

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Equity Markets & Valuations

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US Dollar & FX

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Commodities & Energy

China Economy

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Europe Economy

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Fed Balance Sheet & Liquidity

Equity Index Ratios

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Currencies & FX

Commodities Extended

Global Equity Indices

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S&P 500 Sectors

Sector Valuations (P/E & EV/EBITDA)

Forward P/E by Sector

Forward P/E by Industry

Global Market Forward P/E