Brian Nick of New Edge Wealth shares how Macrobond helps him turn fast-moving market data into clear, actionable insight. With instant updates, deep macro coverage, and refreshable charts, he can react to headlines in real time, strengthen client communication, and streamline research across his investment team,
Every week is different. When markets are calm, we have time to dig into long-term data and build out our macro view. But when things change quickly — like a surprise policy move or major headline — we have to react immediately.
That’s where Macrobond really shines. It gives me the ability to pivot from slow, structural research to fast, actionable insight in minutes. I can track markets, build context, and prepare materials for client calls almost instantly.
When something like tariffs or inflation data hits, the economic data you get at 10 a.m. is already months old. What matters in that moment is how markets are reacting right now — and what that means for client portfolios.
Macrobond lets me pull in live indicators — things like the U.S. dollar, Treasury yields, and sentiment data — to see how those dynamics are shifting. I can update charts instantly and share them with clients or colleagues before the market even finishes digesting the news.
Not long at all. I’ve been making charts for more than 20 years, so I was prepared for a steep learning curve — but Macrobond was surprisingly intuitive.
Within a couple of weeks, I was fully up and running. The search functionality is powerful, the data structure makes sense, and I could easily find granular detail I’d never explored before. It feels like you can go one or two layers deeper than you can with other tools.
It’s a massive time saver. Every morning at 8:30 a.m., when U.S. data like jobs or inflation comes out, our whole firm is on a call — and I’m expected to interpret that data and share visuals within minutes.
Before, that meant scrambling to update Excel charts and make sure everything looked right. Now I just click “refresh” in Macrobond, and my presentation updates with the latest data automatically. It saves me hours every week and ensures what I show is accurate and current.
It builds trust. When I’m in a meeting and a new data point comes out mid-conversation, I can hit refresh and show the update in real time. That kind of responsiveness impresses clients — it demonstrates that we’re using the most current information available.
It also reinforces the idea that our insights are grounded in data, not opinion. Having that “living chart” capability changes the way we communicate.
Our investment team is small, and we’re constantly updating shared decks for client presentations, weekly reports, and outlooks. With Macrobond, we can all work from the same file, refresh data, and be confident that what’s displayed is consistent and correct.
That consistency matters. It ensures every advisor, strategist, and portfolio manager at New Edge is speaking from the same set of facts — and that our clients see a unified message.
Speed, comprehensiveness, and professionalism. I used to rely on Bloomberg and Excel for data and charting, but the formatting was clunky and time-consuming. With Macrobond, I can make polished, branded visuals in seconds — and they’re immediately ready for publication or presentation.
It also gives me flexibility to dig into unfamiliar territory quickly. During COVID, for example, we were suddenly tracking mobility, trucking, and shipping data — series I’d never worked with before. Macrobond made finding and analyzing those datasets easy.
I often use the correlation and covariance tools to test lead-lag relationships between indicators. For example, how manufacturing activity might lead industrial production by a few months.
Those kinds of insights are invaluable when trying to anticipate market shifts. It’s not just about describing what’s happening now — it’s about seeing what’s coming next.
It’s rare to find a platform that’s fast, flexible, and visually sharp all at once. Macrobond combines everything we need: clean data, automated updates, and professional-quality graphics.
It’s become a core part of our process — helping us respond to markets faster, communicate with clients more effectively, and spend more time thinking strategically instead of formatting charts.
