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Macro thoughts

Latest news and analysis on Macro thoughts

Education

Does macro matter for stock picking?

How much attention should investors pay to macroeconomic issues?
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Bassanese Bites: The Fed should hike rates by a full percentage point next month

Global MarketsGlobal equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil...
David Bassanese
Betashares

How we are thinking about the year ahead

At this time of year, it's only natural to spend some additional time reviewing broader market expectations for the year ahead and how that might impact current...
Andrew Mitchell
Ophir Asset Management
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