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Setting Course Episode 4 | Bob Elliott, CEO & CIO, Unlimited

SmarterMarkets™

CHAPTER

Understanding the Current Macroeconomic Stance

This chapter explores the unexpected economic growth and strong equity market observed at the end of the previous year, analyzing the impact of COVID-19 on the growth. It discusses the slow-moving nature of the macro economy and its insensitivity to short-term interest rate changes. The chapter also highlights the concept of long and variable lags in monetary policy and their impact on the economy.

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