Critical Macro Update: Fed Cuts, Market Crash & 2025 Alpha w/ Capital Flows
The Milk Road Show
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Understanding Macro Drivers in Asset Movements
This chapter explores the fundamental macroeconomic factors that influence asset price movements in financial markets, emphasizing the importance of understanding growth, inflation, and liquidity. The speakers highlight that about 80% of asset value is affected by these macro conditions, overshadowing sector-specific influences. The discussion also covers recent Fed actions, economic outlook for 2025, and the crucial role of the US dollar in global liquidity dynamics.
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