U.S. MARKET RESEARCH & STRATEGY CONSULTANCY
The U.S. market, read with discipline.
AssetsUnion is an economic and market research and strategy consultancy for United States clients — reading U.S. equities, interest rates, the macro cycle and capital-market conditions, and turning the record into decisions.
The U.S. market, in numbers
LIVE · OFFICIAL SOURCES
The readings we track every day — U.S. equities, the interest-rate cycle and the macro picture — drawn from official sources and pulled live. Shown for context, never as advice.
U.S. MARKET DASHBOARD
Live readings on U.S. equities, interest rates and the macro cycle are compiled from official sources and refreshed through the day. When a feed is between updates the desk works from the last confirmed print — and every figure here is context, not investment advice.
How we read the U.S. market
The United States is the world's deepest, most transparent capital market — where pricing discipline, disclosure standards and the interest-rate cycle set the tone for risk everywhere. We follow it along four lines, and turn the read into research and strategy work for United States clients.
EQUITIES
The index tape
The S&P 500, the Dow and the Nasdaq as the daily read on risk appetite, breadth and leadership across U.S. equities.
RATES & THE FED
The cost of money
The federal funds path, the 10-year Treasury and the shape of the yield curve — the discount rate that sits under every asset price.
MACRO & LABOR
The real economy
Growth, inflation and the jobs market — where the cycle actually is, drawn from official releases rather than the day's headlines.
CAPITAL MARKETS
Where capital moves
Issuance, credit conditions and flows — how U.S. capital is being priced and placed, and what that signals for the quarters ahead.
What we deliver
Independent economic and market research and strategy work for United States clients — evidence-first, fully source-cited, and built for the committee that has to decide.
MARKET RESEARCH
U.S. market research
Standing and commissioned research on U.S. equities, sectors and the rate cycle — evidence-first, fully source-cited, and built for a U.S. committee.
ECONOMIC RESEARCH
The macro read
Growth, inflation, labor and Federal Reserve policy, framed for decisions rather than headlines.
STRATEGY CONSULTANCY
Strategy consultancy
Independent strategy work for U.S. institutions — positioning, scenarios and the questions worth asking before capital moves.
DILIGENCE SUPPORT
Diligence support
Evidence-first diligence for U.S. committees and investors — independent findings grounded in the record, not the pitch.
MARKET MONITORING
Monitoring & data
Continuous tracking of U.S. equities, rates and the macro cycle — built into every brief and surfaced live in our market dashboard.
ENGAGEMENT
Standing or commissioned
Ongoing coverage on a cadence, or a single scoped mandate answered on the record — whichever the decision needs.
Where we focus
Coverage spans the sectors that set the tone for U.S. risk — read through the tape, the rate cycle and the official record, not the day's narrative.
FINANCIAL SERVICES & CAPITAL MARKETS
Financials
Banks, insurers and the plumbing of U.S. capital — where credit conditions and the rate cycle land first.
TECHNOLOGY & COMMUNICATIONS
Technology
The index's heaviest weight — earnings power, capital spending and the leadership that drives market breadth.
ENERGY & INDUSTRIALS
Energy & industry
The real-economy core — commodity cycles, capital discipline and the read on activity.
CONSUMER & RETAIL
Consumer
The demand signal — spending, pricing power and what the household balance sheet can carry.
HEALTHCARE & LIFE SCIENCES
Healthcare
Defensive weight and policy exposure — where regulation and innovation meet the market.
REAL ASSETS & INFRASTRUCTURE
Real assets
Rates-sensitive and income-driven — how the cost of money reprices long-duration cash flows.
How we work
A disciplined, evidence-first method — official releases over headlines, every claim cited, the read carried from the tape to the decision. The live readings above feed everything we publish.
STANDING READS
The running record
Regular context on U.S. equities, rates and the macro cycle, tracked continuously and built into every client brief.
COMMISSIONED RESEARCH
The deeper cut
Deeper work on a specific question — a sector, a theme, a decision — scoped with the client and answered on the record.
STRATEGY NOTES
For the committee
Positioning and scenarios for U.S. institutions, framed for the people who have to decide.
What we stand for
AssetsUnion is an independent economic and market research and strategy consultancy for United States clients — an evidence-first read on U.S. equities, rates and the capital markets.
INDEPENDENCE
The finding is the deliverable
No product to sell and no position to talk up — the work stands on the evidence, not the incentive.
EVIDENCE FIRST
Built from the record
Every read starts from official releases and full disclosure, and every claim is cited.
DISCIPLINE
The cycle, not the headline
Separate signal from noise; read where the cycle actually is before saying what it means.
CLARITY
Written to decide from
Made for the committee that has to act, not for the desk that wrote it.
The U.S. is the deepest, most transparent capital market in the world, and AssetsUnion is built to read it — an economic and market research and strategy consultancy for United States clients, tracking U.S. equities, interest rates, the macro cycle and capital-market conditions, and turning the record into decisions.
Engagements run two ways: standing coverage on a regular cadence, so a committee is never starting cold, and commissioned mandates that scope a single question and answer it on the record. Either way the standard is the same — independent, cited, and clear.
