SEKUIA Macro Reports

Intelligence written for principals.

Direct, decisive, and confidential. SEKUIA reports replace the noise of sell-side research with institutional clarity — read by CIOs, chairmen, ministers, and partners.

Reports / yr

120+

Average length

12 pages

Distribution

Permissioned

Authorship

Senior partners

Subscription tracks

Three tiers. One standard.

Reports are not sold by volume. Each track reflects depth of access and proximity to senior thinking.

Standard

$4,800 / yr

Monthly macro outlooks, weekly briefings, and quarterly thematic dossiers. For desks and small allocators.

Institutional

$48,000 / yr

Full report library, scenario dossiers, policy outlooks, sector deep dives, and analyst Q&A access.

Chairman Access

$250,000+ / yr

Confidential chairman-level memos, private briefings, direct line to senior partners, and bespoke topic commissioning.

Flagship series

Six standing series. Permanent rotation.

Annual Macro Outlook

Year-defining thesis: regimes, risks, dislocations, and capital allocation framework.

Quarterly Scenario Dossier

Cross-asset scenarios with probabilities, asset-class implications, and hedging menus.

Policy Watch

Central bank, fiscal, and regulatory shifts — interpreted for capital implications.

Geopolitical Briefings

Regional outlooks: Middle East, China, Europe, US, EM — written for allocators, not journalists.

Sector & Theme Deep Dives

Energy transition, AI capex, defense, sovereign credit, private credit, real assets.

Chairman Memos

Short, decisive memos for principals — what to do, by when, and why.

Editorial standard

What you will not find in a SEKUIA report.

Discipline is editorial. We do not publish what cannot be defended in front of a chairman.

No filler. No house view recycled across emails.
No predictions without probability or condition.
No promotional content. No advertiser influence.
No anonymous analysts. Every report is signed.
No retraction without correction memo to all readers.
No shared distribution lists. Permissioned delivery only.

Sample report on request.

A redacted institutional sample is shared with qualified principals after a brief access conversation.