19.5

Trading on Economic Announcements

PYTHON PLUGIN Global Macro Event Driven

Description

Strategy 19.5: Buy equities on macro announcement days, hold T-bills otherwise

Strategy Logic

Strategy 19.5: Trading on Economic Announcement Days. Research shows higher average stock returns on scheduled macro announcement days (FOMC, employment reports, CPI releases, etc.). - BUY equities (via ETFs) on announcement days - SELL / switch to risk-free assets on non-announcement days Uses a calendar-based approach. If the DataFrame contains an 'is_announcement' column, it is used directly. Otherwise, a simple heuristic identifies potential announcement days by day-of-month patterns (e.g., FOMC ~6 weeks apart, employment first Friday, CPI mid-month).

Parameters

Parameter Default Value Type
announcement_days_of_month [1, 2, 3, 13, 14, 15] list
fomc_months [1, 3, 5, 6, 7, 9, 11, 12] list
pre_announcement_days 1 int
vol_threshold 0.02 float

Risk Configuration

Risk Parameter Value
Max Position Pct 20.0%
Stop Loss Pct 2.0%
Take Profit Pct 3.0%
Max Drawdown Pct 5.0%