Macro forces are impacting financial markets continuously; investors do well getting to grips with the basics. However, there are wildly different views about how the economy works, and the debate is ...

Koo believes that Japan's "great recession" of 1991-2005 contains useful lessons for interpreting and dealing with the subprime mortgage crisis in the United States and with the burst financial ...

If there’s anything that I’ve learned over two decades as an investor, it’s that hindsight is 20/20—and history has a way of repeating itself. Given the macro uncertainty of the current environment, I ...

My previous macro article on the chemical industry explained how investors are viewing the sector through the wrong lens. Many are waiting for the onset of a macro GDP recession before investing, even ...

"Macro is a funny business, right? Because you are a speculator at your core," Novogratz said. "And what macro guys do is forecast, and they forecast by kind of a strange formula of fundamental ...

This paper provides background to the Board paper on Macro Policy Lessons for a Sound Design of Fiscal Decentralization. It summarizes the findings and recommendations of the Fiscal Affairs Department ...