How to do top-down analysis?

I’m wondering what process each one of you utilize.

I come from a L/S Bottoms-Up HF, working for a PM covering global TMT. The fund went through some restructuring and I got cut mid 2022, and have finally landed a job now at a top sell-side ER as Equity Strategist (which is just stock-picking based on top-down analysis).

Any help would be greatly appreciated!

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