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News-Driven Short-Term Inflation Forecasting
- Alternative Macro Signals uses NLP and web scraping to find news relevant to short-term inflation.
- They aggregate and rate that information to improve near-term inflation forecasting.
From Central Banks To Hedge Funds
- Laurent described his career path from the Bank of France and ECB into hedge funds, always focused on inflation.
- He then translated that experience into building a data product targeting the same short-term inflation challenges.
Hedge Funds Focus On Consensus Risk
- Hedge-fund economists focus on the consensus and the risks around it rather than building models from scratch.
- The role is to challenge abundant external research and alternative data to find mispriced macro risks.