Top-down Macro analysis

Stage 1

Economic conditions

Cycle assessment

Analyze leading indicators (PMI, yield curve) to identify cycle phase.

Global growth

Compare GDP growth across major regions (US, EU, CN, EM).

Stage 2

Policy & markets

Monetary Policy

Track Central Bank stance (Fed/ECB), rate hikes/cuts, and QE flows.

Currency & Rates

Form view on FX and Yield Curve based on policy divergence.

Stage 3

Implementation

Allocation strategy

Translate macro view into sector/regional overweights & underweights.

Execution

Adjust portfolio exposures using ETFs or futures to express view.

Template info

Workflow for understanding economic cycles, policy dynamics, and translating macro views into actionable asset allocation decisions.

Neutral

Type:Macro

Category:Macro Analysis

Asset class:Fixed Income

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