TrendMacro
TrendMacro is an independent, founder-led macroeconomic research firm that delivers subscription-based investment strategy research, proprietary quantitative models, and real-time data insights to institutional investors across the US, Canada, Europe, Japan, and China.
- Company typePrivate
- Founded2001
- HeadquartersMenlo Park, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What TrendMacro does
TrendMacro (legal entity Trend Macrolytics, LLC) is an independent, founder-led macroeconomic research and advisory firm founded in 2001 by Donald L. Luskin. The firm delivers outside-the-box macroeconomic analysis covering the Federal Reserve, US macro, and global markets, with a research methodology grounded in cause-and-effect linkages between human action and economic outcomes rather than backward-looking data. It serves institutional investors — hedge funds, mutual funds, investment managers, investment banks, corporations, pensions, and endowments — across the US, Canada, Europe, Japan, and China.
The product surface combines four institutional-only deliverables distributed through a password-protected member website: detailed written reports authored by senior strategists Donald Luskin and Michael Warren, short-form videos capturing market event context, real-time Data Insights issued immediately following major economic data releases, and a Monday morning Strategy Summary that rolls up the prior week. Underlying proprietary assets include a quantitative US presidential election prediction model with a perfect track record from 1952 through 2016, a COVID-19 Social Distancing Index built on cell-phone mobility data, and a US pandemic impact model. Distribution is reinforced by sustained earned-media presence on Fox Business, CNBC, Bloomberg TV, and Fox News, plus regular Wall Street Journal op-ed contributions from the CIO.
The business runs on annual institutional subscriptions with quote-based, non-publicly-disclosed pricing, distributed exclusively through a direct enterprise sales motion with high-touch in-person and telephone engagement. The operating team is small (1-10 employees) and distributed across Dallas (CIO), Houston (Energy Strategist), Charlotte (Managing Director), and New York (Strategic Business Development). The firm is privately held with no disclosed institutional shareholders, no funding rounds, and no parent company; ownership and control rest with the founder.
TrendMacro firmographics
Firmographics- Name
- TrendMacro
- Legal name
- Trend Macrolytics, LLC
- Website
- https://trendmacro.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- TrendMacro is an independent, founder-led macroeconomic research firm that delivers subscription-based investment strategy research, proprietary quantitative models, and real-time data insights to institutional investors across the US, Canada, Europe, Japan, and China.
- Ownership category
- akta.pro rank
TrendMacro industry classification
Industry- Product category
- Investment Research & Macroeconomic Strategy
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Macro & Rates Research (FSACAGAC)
- akta.pro secondary industry
- Industry & Sector Research (Syndicated/Custom) (BPAHALAE)
Keywords
Where TrendMacro is headquartered
LocationHeadquarters
- HQ city
- Menlo Park
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
TrendMacro business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Institutional Research Subscription: Subscription-based research service providing detailed written reports, short videos, data insights following major data releases, and Monday morning Strategy Summary. Includes password-protected website access and direct client meetings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Institutional subscription service |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
TrendMacro product offering
Product offeringCore offering
TrendMacro sells an institutional research subscription that delivers detailed written macro reports, short videos, and data insights following major economic releases, together with a weekly Monday-morning Strategy Summary roll-up. Subscribers access content via a password-protected member website and receive frequent in-person and telephone briefings from senior strategists Donald Luskin and Michael Warren, with research focused on the Federal Reserve, US macro, global markets, energy, and political dynamics.
Product overview
TrendMacro offers a research subscription service for institutional investors, combining written reports, short videos, and data insights into a unified offering. The company specializes in macroeconomic analysis and forecasting, with a focus on the Federal Reserve, US macro, and global markets. All content is delivered through a password-protected member area website and rolled up into a weekly Strategy Summary every Monday. Clients also receive frequent in-person and telephone access to analysts Donald Luskin and Michael Warren.
Differentiator
Problem solved
Functional benefit
Products and services
- Written Reports Detailed written reports authored by senior strategists covering macroeconomic analysis, Federal Reserve strategy, US macro, and global markets for institutional investor subscribers.
- Short Videos Short videos capturing the subjective essence of current market events and economic developments, for institutional client subscribers.
- Data Insights Outside-the-box instant insights released following major economic data releases, providing timely analysis of indicators for institutional subscribers.
- Weekly Strategy Summary Weekly Monday-morning roll-up consolidating TrendMacro's written reports, videos, and data insights into a single summary for institutional subscribers.
Quantifiable outcome
- Correctly predicted 17 consecutive US presidential elections (1952-2016) using quantitative election model
- +2 more outcomes
Companies that use TrendMacro
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles2 records
TrendMacro technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
TrendMacro partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
TrendMacro competitors and assessment
Company assessmentBroad incumbents
- Moody's Analytics: Large-scale provider of economic forecasting, credit research, and risk analytics to financial institutions — overlaps with TrendMacro's institutional macro research offering as part of a much broader portfolio.
- Bloomberg Intelligence: Research and analytics arm of Bloomberg providing macro, industry, and securities research to institutional subscribers — a much larger incumbent that overlaps with but is broader than TrendMacro's niche.
Direct peers
- Variant Perception: Subscription-based independent macro research service for institutional investors covering global markets, asset allocation, and political economy — a direct functional peer to TrendMacro.
- Gavekal Research: Independent macro research firm providing subscription research on global economies and markets to institutional clients, with strong Asia coverage — directly mirrors TrendMacro's institutional macro subscription offering.
- BCA Research: Independent global macro research firm serving institutional investors with subscription-based research, forecasts, and asset allocation recommendations — directly comparable to TrendMacro's subscription, institutional-client model.
- Capital Economics: Independent economic research and forecasting firm providing subscription macro and country-level analysis to institutional clients — closely comparable to TrendMacro's macro research and forecasting proposition.
- Roubini Macro Associates (RMA): Independent global macro research firm founded by economist Nouriel Roubini, providing subscription research and advisory to institutional clients — comparable in scale, model, and target customer to TrendMacro.
- 13D Research: Independent research firm providing macro, political, and policy research to institutional investors via subscription — a direct peer, and notably a former employer of TrendMacro's Managing Director Thomas Demas.
- CrossBorder Capital: Independent macro research firm specializing in cross-border capital flows and asset allocation for institutional clients — similar subscription model and institutional target market to TrendMacro.
- Hedgeye Risk Management: Independent investment research firm providing subscription-based macro, sector, and policy research with a strong media presence — directly comparable to TrendMacro's subscription-and-media model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
TrendMacro social profiles
Digital presenceTrendMacro financial estimates
Financial estimateRevenue estimate
Valuation estimate
TrendMacro leadership team
Management profileNumber of profiles
Profiles4 records
TrendMacro funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TrendMacro M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TrendMacro
What does TrendMacro do?
TrendMacro sells an institutional research subscription that delivers detailed written macro reports, short videos, and data insights following major economic releases, together with a weekly Monday-morning Strategy Summary roll-up. Subscribers access content via a password-protected member website and receive frequent in-person and telephone briefings from senior strategists Donald Luskin and Michael Warren, with research focused on the Federal Reserve, US macro, global markets, energy, and political dynamics.
Is TrendMacro a public or private company?
TrendMacro is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TrendMacro founded?
TrendMacro was founded in 2001. It employs 1 to 10 people.
Where is TrendMacro based?
TrendMacro is headquartered in Menlo Park, United States, in the North America region.
How does TrendMacro make money?
One revenue line is on record: institutional Research Subscription.
Who are TrendMacro's main competitors?
Broad incumbents on record are Moody's Analytics and Bloomberg Intelligence. Direct peers are Variant Perception, Gavekal Research, BCA Research, Capital Economics, Roubini Macro Associates (RMA), 13D Research, CrossBorder Capital and Hedgeye Risk Management.
Does TrendMacro have an API?
No public API is recorded for TrendMacro.
What industry is TrendMacro in?
TrendMacro's product category is Investment Research & Macroeconomic Strategy. Its primary akta.pro industry code is FSACAGAC, Macro & Rates Research, with a secondary code of BPAHALAE, Industry & Sector Research (Syndicated/Custom). Its NAICS code is 523940 and its SIC code is 6282.