Brief Macro Analysis of North America
Hello, just wanted to get a few thoughts on my analysis of markets in North America (macro perspective). The last pic has my brief view of all the charts provided by the OECD.
Thanks in advance.
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| short_term_interest.png 100.1 KB | 100.1 KB |
| long_term_interest.png 103.59 KB | 103.59 KB |
| quarterly_projections.png 87.98 KB | 87.98 KB |
| cpi.png 102.49 KB | 102.49 KB |
| household_saving.png 79.29 KB | 79.29 KB |
| write_up.png 35.81 KB | 35.81 KB |
BUMP
I'm not a macro guy (barely understand it), but just like in a lot of things in life, we need proof.
You start with a trend, great. Now convince me why this trend will continue. Every assumption (every single damn one) you make, back it up with ample evidence such as: articles, books, historical data, research reports, statements, heck... even quotes.
Decent start tho, keep it up.
Thank you, I did have excel files and all to chart patterns, and most of them did line up for my analysis, but I didn't know how to post them here.
Forgot to add: If you wanna go that extra mile, find evidence that goes against your assumptions (including the evidence for those assumption). Macro is about having the real view, not your own.
That's a good call, will look more into it!
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