STUNSPOT Guide to Macroeconomics

Canon Map — Stunspot’s Guide to Macroeconomics

This canon is organized as a sequence of 13 source reports, labeled A through M. The sequence moves from monetary ontology to liquidity mechanics, macro-causal architecture, policy and institutional systems, market regimes, information dynamics, crisis mechanics, diagnostics, and strategic action.

The source reports are the canonical individual units. Compiled packs and the omnibus are convenience formats for AI/RAG ingestion.

Directory Policy

Sequence Logic

The canon has a deliberate build order:

  1. A-C establish the foundations: what money is, how liquidity moves, and how macro regimes form.
  2. D-F map institutional transmission: central banks, fiscal states, sovereign debt, banks, credit, and intermediation.
  3. G-I connect liquidity to markets and capital formation: asset pricing, global trade/currency hierarchy, venture finance, and speculative expansion.
  4. J-M move from perception to action: narrative liquidity, crisis cascades, diagnostic systems, and institutional strategy.

Source Reports

Code Report Canon Function
A Monetary Ontology & Economic Reality Models — The Nature of Money, Credit, Collateral, and Financial Abstraction Defines the monetary system as a hierarchy of settlement assets, credit promises, collateral relationships, and balance-sheet abstractions.
B Liquidity Physics and Global Capital Flow Dynamics — The Mechanics of Liquidity Creation, Destruction, and Transmission Across Financial Systems Explains liquidity as a dynamic system of funding availability, balance-sheet capacity, credit expansion, collateral usability, and global transmission.
C Macro-Causal Architecture & Economic Regime Theory — A Systems-Level Framework for Economic Cycles, Regime Shifts, and Structural Transitions Establishes regime-aware causal reasoning: cycles, constraints, feedback loops, structural breaks, and endogenous vulnerability.
D Central Banking Systems & Monetary Intervention Architecture — Institutional Monetary Control, Policy Instruments, and Liquidity Management Systems Maps central-bank operating systems, reserves, interest-rate control, emergency facilities, QE/QT, swap lines, and liquidity backstops.
E Fiscal States, Sovereign Debt, and Political Capital Allocation — Government Spending Systems, Debt Structures, and Fiscal Constraint Dynamics Connects fiscal capacity, sovereign debt structures, public balance sheets, distributional politics, and state-level constraint management.
F Banking Systems, Credit Allocation, and Financial Intermediation — The Operational Architecture of Credit Creation and Capital Distribution Details bank balance sheets, credit creation, funding structure, intermediation, shadow banking, and constraint propagation.
G Asset Pricing Regimes & Cross-Market Liquidity Transmission — How Liquidity Conditions Shape Equities, Bonds, Real Estate, Commodities, and Venture Markets Links macro-liquidity and policy regimes to valuation, risk premia, cross-asset behavior, duration sensitivity, and market structure.
H Global Trade Systems, Currency Hierarchies, and Geoeconomic Power Frames trade systems, reserve-currency structure, external constraints, and geoeconomic leverage within the global monetary hierarchy.
I Innovation Finance, Venture Liquidity, and Speculative Capital Formation — The Macro Conditions Governing Innovation Funding and Technological Expansion Explains how liquidity regimes shape venture funding, speculative capital formation, startup survival, and technology-expansion cycles.
J Information Liquidity, Narrative Markets, and Attention Allocation Systems — How Financial Conditions Shape Visibility, Media Incentives, and Public-Reality Formation Treats information, narrative, media capacity, attention allocation, and public reality as macro-financial transmission layers.
K Financial Instability, Crisis Cascades, and Systemic Collapse Mechanics — Failure Propagation, Contagion Dynamics, and Macro-System Breakdown Patterns Models leverage, contagion, forced selling, liquidity spirals, funding runs, and systemic breakdown patterns.
L Macro Diagnostics, Regime Detection, and Economic Intelligence Systems — Operational Frameworks for Interpreting Macro Signals and Detecting Structural Transitions Converts the canon into diagnostic practice: regime detection, signal interpretation, nowcasting, stress indicators, and intelligence systems.
M Institutional Macro Strategy, Adaptive Positioning, and Strategic Coordination — Applying Macro Intelligence to Capital Allocation, Organizational Survival, and Strategic Action Applies macro intelligence to institutional exposure, liquidity planning, capital allocation, governance, crisis coordination, and strategic action.

Compiled Packs

Volume File Contents
Vol. 1 [KNOWLEDGE] - Macroeconomics - Vol 1. A-C Foundations of Monetary Reality, Liquidity, and Economic Causality Reports A-C: monetary ontology, liquidity physics, and macro-causal regime theory.
Vol. 2 [KNOWLEDGE] - Macroeconomics - Vol 2. D-F Monetary Governance, Institutional Control, and Policy Transmission Reports D-F: central banking, fiscal states, sovereign debt, banking systems, and credit allocation.
Vol. 3 [KNOWLEDGE] - Macroeconomics - Vol 3. G-I Market Structure, Asset Regimes, and Capital Coordination Reports G-I: asset pricing, global trade and currency hierarchy, innovation finance, and venture liquidity.
Vol. 4 [KNOWLEDGE] - Macroeconomics - Vol 4. J-M Information Systems, Strategic Signaling, and Narrative Liquidity Reports J-M: information liquidity, crisis mechanics, diagnostics, institutional strategy, and strategic coordination.

Omnibus