Cross-scale analysis engine for Economics, Business, Finance, Commerce, and Trade
DrillUpDownAnalysis is a system for analysing real-world statements across multiple levels of scale, from local transactional reality (L1) to global macro conditions (L5).
It allows users to deliberately drill down from abstract or macro statements into measurable local evidence, and to drill up from ground-level data into sector, national, and global insight.
The goal is to prevent a common failure in economic and market analysis: people talking about the same thing at different levels without realising it.
In practice:
-
A field researcher hears: “Customers are cutting back because the economy is bad.”
-
A squawk desk hears: “Retailers warn on demand.”
-
A macro desk sees: “UK consumption weakens.”
All three describe the same underlying reality — but at different levels.
DrillUpDownAnalysis makes those levels explicit, and provides a structured way to move between them.
Every statement is classified along two axes:
- Economics
- Business
- Finance
- Commerce
- Trade
- L1 – Transactional reality (individual purchases, deliveries, payments)
- L2 – Firm & institution (companies, banks, suppliers)
- L3 – Sector & supply chain
- L4 – National & regional economy
- L5 – Global macro system
This allows the system to determine:
- what level a statement belongs to
- what levels are missing
- what questions should be asked to drill up or down
If a respondent gives a macro-level answer: “The global economy is terrible.”
The system will prompt for lower-level evidence:
- Which products are selling less?
- Is footfall down or basket size?
- What prices have changed?
If the system receives many L1 signals: “Customers are trading down.”
It can aggregate them into:
- sector demand
- inflation pressure
- macro consumption trends
DrillUpDownAnalysis is designed for anyone who needs to connect ground-level reality with higher-level economic and market signals:
- Field research and channel checks
- Market news and squawk desks
- Corporate strategy and pricing teams
- Equity, FX, and macro desks
It is not a macro tool — it is a scale-translation tool.
- Turn shop-floor interviews into CPI and earnings signals
- Convert vague macro answers into measurable local data
- Detect whether headlines represent firm-level, sector-level, or macro-level changes
- Connect supply-chain disruptions to inflation and FX moves
DrillUpDownAnalysis/
- data/ Raw and processed inputs
- schemas/ Level and domain definitions
- src/ Classification and drill logic
- notebooks/ Demonstrations and analysis
- examples/ Sample datasets
Every economic statement exists at a level. Every useful decision requires moving between levels.
DrillUpDownAnalysis makes that movement explicit, structured, and testable.