This morning's macro briefing was generated by a custom AI research agent I have been building over the past few days.
The stack currently combines:
- Hermes Agent running on a dedicated Mac Mini
- Claude Sonnet 4.6 via Anthropic API
- Live Treasury, Fed, CoinGecko, and macro data feeds
- Telegram delivery
- Custom liquidity-first macro framing
Still early-stage and very much a work in progress — but already useful for:
- Overnight macro synthesis
- Rates and liquidity monitoring
- Crypto as high-beta liquidity tracking
- Narrative and risk framing
The interesting part is not 'AI writes text.'
It is the creation of persistent research workflows: data → synthesis → delivery → refinement.
I suspect this is where a great deal of macro, strategy, and investment research is heading over the next few years.