Research / Macro Coverage + Coherence v0.2

Experimental

Macro prediction markets need source discipline before they need more tickers.

v0.2 turns the macro thesis into a materialized substrate: reviewed macro keys, official benchmark sources, venue mapping debt, daily CME bundle readiness, and macro caveats attached to Market Trust cards.

registry entries7
sources9
macro markets120
bundle rows5

Experimental rating caveat

Market Trust Cards are experimental market-quality diagnostics, not compliance certifications or validated credit ratings.

Method freeze

v0.2 tests whether Convexly can keep macro market prices inspectable across source, venue, freshness, participant, and coherence dimensions. It does not claim complete coverage, venue-approved mappings, tradable expected value, or macro forecasting skill.

Included

Taxonomy, source registry, mapping queue, bundle-readiness rows, card caveats.

Excluded

Complete venue coverage, account-level Kalshi flow, macro alpha, or settlement guarantees.

Daily output

macro_cme_bundle_runs and macro_market_trust_annotations from the cron materializer.

Gate

A macro card is partial until exact condition-level co-listing and rule text are reviewed.

Registry coverage

The registry is intentionally category-first. Exact Polymarket or Kalshi condition IDs only become reviewed links after settlement source and date alignment.

876 active venue link rows

reviewed exact3
candidate873
rejected8
total links884

Candidate links are discovery debt, not consensus coverage. Reviewed exact links have condition-level settlement-rule review; rejected links remain counted so false positives cannot be rediscovered and silently promoted later.

Reviewed exact links

polymarket · reviewed

will-annual-inflation-increase-by-3pt1-in-april

macro:us:inflation:cpi

polymarket · reviewed

will-the-may-2026-unemployment-rate-be-4pt3

macro:us:labor:unemployment

polymarket · reviewed

will-6-fed-rate-cuts-happen-in-2026

macro:us:rates:fomc

inflation

Inflation

reviewed

Contracts tied to U.S. CPI, core CPI, PCE-style inflation prints, or month-over-month / year-over-year inflation thresholds.

macro:us:inflation:cpi

labor

Labor

reviewed

Contracts tied to unemployment, nonfarm payrolls, jobless claims, wage growth, or labor-market slack.

macro:us:labor:unemployment

rates_fed

Rates and Fed

reviewed

Contracts tied to FOMC meetings, cuts, hikes, holds, target ranges, rate-path thresholds, and Treasury-rate context.

macro:us:rates:fomc

growth

Growth

seeded

Contracts tied to GDP prints, recession calls, soft-landing narratives, PMI/ISM, retail sales, or growth stress.

macro:us:growth:gdp_recession

volatility

Volatility

seeded

Contracts tied to VIX, market drawdowns, MOVE-style volatility, or equity-index stress thresholds.

macro:us:volatility:vix_drawdown

policy_fiscal

Policy and fiscal

seeded

Contracts tied to tariffs, shutdowns, debt ceiling, tax policy, budget, fiscal stress, or regulatory shocks.

macro:us:policy:fiscal_shock

crypto_macro

Crypto macro

seeded

Bitcoin, Ethereum, ETF, stablecoin, or crypto-liquidity contracts when they function as broad risk/liquidity markets.

macro:crypto:btc_eth_liquidity

Daily Macro CME output

These rows are not trading signals. They show whether the input bundle is coherent enough to inspect: category coverage, venues, blocked inputs, and caveats.

crypto macro liquidity

2026-05-15 04:36 UTC · 615 markets · 1 venues

partial

Macro keys

macro:crypto:btc_eth_liquidity, macro:us:rates:fomc, macro:us:volatility:vix_drawdown

Caveats

555 macro annotations blocked; bundle currently has one-venue coverage; bundle evidence status is heuristic

row hash f27a8ac7034f8503ea58f333824b166ab748fa0710f371eef8dec16d162e3d1f

growth stress bundle

2026-05-15 04:36 UTC · 179 markets · 1 venues

partial

Macro keys

macro:us:growth:gdp_recession, macro:us:rates:fomc, macro:us:volatility:vix_drawdown

Caveats

119 macro annotations blocked; bundle currently has one-venue coverage; bundle evidence status is pending

row hash fea04ba919e560eaabec8d14c1ad152b66c13caeb5e709d819c319d15dd304bf

inflation to fed path

2026-05-15 04:36 UTC · 189 markets · 1 venues

partial

Macro keys

macro:us:inflation:cpi, macro:us:rates:fomc

Caveats

99 macro annotations blocked; bundle currently has one-venue coverage; bundle evidence status is heuristic

row hash 953c381b6b6588689276284f70dd08c4e884782b2d6e83b30af522ca43d53b2d

labor to fed path

2026-05-15 04:36 UTC · 169 markets · 1 venues

partial

Macro keys

macro:us:growth:gdp_recession, macro:us:labor:unemployment, macro:us:rates:fomc

Caveats

95 macro annotations blocked; bundle currently has one-venue coverage; bundle evidence status is heuristic

row hash f82ec25ca4f3d2162045ffa91df8498e1eb95c877c1fe889af28ad1764d3d7c2

policy fiscal to macro path

2026-05-15 04:36 UTC · 222 markets · 1 venues

partial

Macro keys

macro:us:growth:gdp_recession, macro:us:inflation:cpi, macro:us:policy:fiscal_shock, macro:us:rates:fomc

Caveats

132 macro annotations blocked; bundle currently has one-venue coverage; bundle evidence status is pending

row hash 07deb384727ae1d0f7c86a637776020d0c247466af42e81e2321b44690ad1156

Market Trust macro caveats

Macro annotations are joined onto the Market Trust surface when a canary card has a matching venue and condition ID.

721 annotations
blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability

blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level link is candidate; settlement-rule review still pending; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability