Anthem Capital Research

Research built around market structure, data, and economic transmission.

A library of data-driven notes from Anthem Capital Management. We publish work that translates macro moves into observable cross-asset and consumer outcomes.

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Primary Data First

Each note is grounded in observable series such as EIA, BLS, and survey data rather than narrative-only market commentary.

Useful Time Horizons

We focus on lags, regime shifts, and transmission windows that matter for positioning, not just point-in-time correlations.

Investor Utility

Research is presented to be directly usable in portfolio discussion, risk framing, and macro scenario analysis.

Featured Research

Current publications

The research landing page is structured as an index. Each card links into a dedicated report page with its own context, analysis, and charts.

Macro Consumer Interactive

Gas Prices vs. Consumer Spending

An interactive research page based on EIA gasoline prices, University of Michigan consumer sentiment, and BLS consumer expenditure data. The report tests whether fuel shocks translate into softer discretionary spending and how long that drag takes to show up.

Coverage

1993-2025

Inputs

EIA + UMich + BLS

Format

Charts + Notes

Open Research Page

Research Index

Library status

Published

Focus

Macro transmission, risk signals, market structure, and consumer response.

Next additions

The page is structured to accommodate additional reports without changing the site navigation again.