The latest set of macroeconomic forecasts from the ECB underlined this trend. (us.beyondbullsandbears.com)
Find out why investors are better off ignoring macroeconomic forecasts, and should instead focus on the lessons that microeconomics can teach them. (investopedia.com)
In their December 2016 book - length paper entitled «Factor Investing and Asset Allocation: A Business Cycle Perspective», Vasant Naik, Mukundan Devarajan, Andrew Nowobilski, Sebastien Page and Niels Pedersen examine the process of translating macroeconomic forecasts into alpha - generating portfolios via mean - variance optimization. (cxoadvisory.com)