I work on how macroeconomic information is interpreted and used in real decisions.

I was trained as an economist at the PhD level and have spent time across investing, policy, and academia. In each setting, the constraint is rarely insight. It is the difficulty of making that insight consistent and usable in real decisions.

My focus is therefore on structure — how forecasts are formed, how models are interpreted, and how information is translated into decisions over time.

My work has included global macro investing, policy advisory, and applied research and teaching, with a consistent focus on cycles in growth, inflation, and markets.

This has also included a small number of applied research papers on topics such as gold and long-cycle dynamics in commodities.

I tend to think of macro less as a set of views and more as a framework for making decisions under uncertainty.

Daniel Jerrett, PhD

Founder | SmartMacro Labs