Why markets obsess over macro, again (sample)
Modern market narratives revolve around geopolitics, central banks, inflation, QT/QE, and fiscal policy, while company fundamentals attract far less attention. This shift stems from the rise of passive investing, benchmark-driven mandates, regulatory pressure, and the dominance of central banks since 2008. yet long-term equity performance is still driven by the economics of individual firms. This […]
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