The Importance of Macro

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The Macro Data That Matters

Investors are constantly bombarded with new data measuring an ever-expanding list of macro variables, but how do you know which ones matter and how to interpret them once the wheat is separated from the chaff? In this episode of "Investor Tutorials", we help navigate these questions by focusing on the most important data points of the moment, the differences between surveys and hard data and what makes them leading or lagging indicators, and the way that the evolution of data collection and availability can change the speed at which this is priced into assets.