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A Tour of the Macroeconomic Landscape with Bob Elliott

Excess Returns

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Macroeconomic Reality Driving Asset Prices

The macroeconomic reality plays a significant role in driving asset prices, as evidenced by the example of the discrepancy between the expected and actual number of interest rate cuts in the U.S. in 2024. The policy decisions are closely linked to the macroeconomic conditions that unfold.

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