Macro Watch


Economics Newsletter Video

Macro Watch is a video newsletter published quarterly by Richard Duncan. It analyzes trends in credit growth, liquidity and government policy in order to anticipate their impact on economic activity and asset prices.

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Topics: All issues related to the outlook for the global economy, fiscal policy, monetary policy, currencies, and trade; as well as how developments in these areas are likely to impact to relative value of the major asset classes. The focus is top down macro. The author does not make investment recommendations of any kind.

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