Agent Unboxed 04 | From pricing rate cuts to pricing a hike — has the market flipped? Get an AI weather report before Friday's CPI

Agent Unboxed · Issue 04 | Every week we open up one official Longbridge Agent, and hand you the prompts that work best

Hello Bridgers, and welcome to this week's macro weather report. Today's presenter is the official Agent Macro Analysis Assistant!

The last three issues were all about single stocks: detective work, the ER, the check-up. These two weeks are different — several big weather systems are lining up:

🌡️ Wednesday: China's August CPI / PPI landed

🌧️ Friday 20:30 (Beijing time): US August CPI — is inflation actually cooling?

📊 Next Tuesday morning: China's August industrial output and retail sales

⛈️ Next Thursday 02:00 (Beijing time): the Fed decision, plus the dot plot

Every time a number drops, the comments erupt: beat or miss? bullish or bearish? No long-form analysis this issue — we go through the calendar one question a day, and let it do the forecasting!

🎁 Join in: post a screenshot of your conversation with it in the comments — 288 Task Coins credited, plus a draw for an AI-exclusive Pro card worth 148 HKD. Rules at the end!

📺 How it forecasts

Last issue, someone in the comments complained: the answers are too long, I want the conclusion first 🤔

Heard! This issue upgrades to "one-line forecast + one chart" — conclusion first, reasoning after:

🗓️ This week's macro forecast

Three weather events, three ready-made prompts — copy and ask 🙋👇

Wednesday 🌡️ China August CPI / PPI (already aired)

The numbers themselves reach you in seconds. The hard part is "what does it mean, and what does it have to do with my holdings?"

Copy and askMacro Analysis Assistant:

What were China's August CPI and PPI released on 9 September, and did they come in above or below consensus? PPI rebounded to 3.8% and beat expectations — what does that tell us? Which Hong Kong sectors are most affected?

Friday 20:30 🌧️ US August CPI (the biggest storm of the week)

Has inflation been rising or falling over the past six months, and what is the market betting on this time? Have it pull up "how accurate the last few forecasts were" — and you'll know by Friday whether the night is worth staying up for.

Copy and askMacro Analysis Assistant:

US August CPI comes out Friday at 20:30 Beijing time. What is the consensus? Over the past six months, has actual CPI come in above or below expectations? If this print beats or misses, how do US stocks and Treasuries typically react?

Next Thursday 02:00 ⛈️ The Fed decision (thunderstorms forecast)

A hike and a hold are two completely different kinds of weather. Rather than panic at 2 a.m., have it lay both scenarios on the table first.

Copy and askMacro Analysis Assistant:

For the Fed meeting concluding in the early hours of 17 September Beijing time, is the market pricing a hike or a hold, and what are the odds of each? If the Fed hikes versus stays put, how might the Nasdaq, Treasury yields and gold move? What related events should I watch over the next two weeks?

☂️ The two-week outlook

Here is the broadcast schedule for the next two weeks. Bring your questions to Macro Analysis Assistant

📍 Where to tune in

Open the Longbridge App and go to the AI chat tab

Open "Explore Agents" and find Macro Analysis Assistant

It opens with three preset questions — or throw it the one data point you care about most

On the web, jump straight in: Macro Analysis Assistant

That's this week's forecast — see you next issue~

👉 Missed the last one? Catch up here: Agent Unboxed 03 | Still time to board the memory trade? S&P breaks 7,700 — book a technical check-up first

🎁 This issue's rewards

Share a screenshot of your conversation with Macro Analysis Assistant in the comments

Rewards:

Every valid entry earns 288 Task Coins

One random winner drawn from valid entries gets an AI-exclusive Pro card worth 148 HKD (30 days)

Event period: from now until 19:00, 17 Sep 2026. Rewards distributed within 15 working days after the event ends.

Want an Agent that reads macro your way?

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* Nothing in this post constitutes investment advice. Longbridge reserves the right of final interpretation.