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.

992 active venue link rows

reviewed exact3
candidate989
rejected8
total links1000

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

2026-06-12 08:30 UTC · 585 markets · 1 venues

partial

Macro keys

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

Caveats

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

row hash 36253a933d3a762636a1d72ef2b826d12f0ab40096d9ac0ab99991c56089c77b

growth stress bundle

2026-06-12 08:30 UTC · 114 markets · 1 venues

partial

Macro keys

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

Caveats

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

row hash 38bdec3aa0f04483d6bc1f0640472177ec19f5c24e1e58a4cfe005eb2495fa33

inflation to fed path

2026-06-12 08:30 UTC · 148 markets · 1 venues

partial

Macro keys

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

Caveats

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

row hash 85aaf57b99e8db6b556a965e1f5704dfac6894485ac39983bf03d5487cd6cff6

labor to fed path

2026-06-12 08:30 UTC · 104 markets · 1 venues

partial

Macro keys

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

Caveats

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

row hash 874e73add66b14ad60530ab3f970a5f6b96bb67acf4ee615bd214e55e576ac6f

policy fiscal to macro path

2026-06-12 08:30 UTC · 193 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

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

row hash 21328cd9fbefb99898ddbed2a6fd72241d5203a9e5595f29a9a8317f22c2a971

Market Trust macro caveats

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

739 annotations
blockedpolymarketcrypto_macro

macro:crypto:btc_eth_liquidity

crypto threshold is treated as macro-liquidity context, not perps coverage; exact condition-level cross-venue link not reviewed; 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 cross-venue link not reviewed; 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 cross-venue link not reviewed; 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 cross-venue link not reviewed; 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 cross-venue link not reviewed; 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 cross-venue link not reviewed; 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 cross-venue link not reviewed; latest quote snapshot missing; macro registry status is seeded; single-venue macro view; not a consensus probability