Trend Following and Predictive Relationships in Macroeconomic Data

Many of the arguments that are made for trend following, they apply to the use of macro data as well. You can fairly accurately model supply and demand for example. There's also a behavioral aspect to it as well. We see that through sentiment and that's very clear at the moment, right?You take inflation data currently. Two years ago nobody cared about inflation data. But today inflation data is all important. It's being used as a prism through which other macroeconomic data points and relationships of use. If we can pre-out those and if we can predict them, then it can be a valuable source of return.

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