MI212: Why Macroeconomic Data Matters For Investors w/ Eddie Donmez
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Is Your Investment Strategy More Macro Based?
Inflation and hawkish central banks are of the utmost importance at the moment. Housing, consumer credit is becoming extremely important when we think about how the inflation picture and the recessionary fears are shifting the central banks kind of reaction function. i would say that financial conditions have eased and really were stuck, n the sense of a market narrative, between inflation and recessionary fears. But if i want to invest in a single stock, i do have a kind of bottom, bottom up approach where i do value the company and run my own analysis. You always have to give a weight, i think, to the macro environment.
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