Trends in alternative macro data
Julia Asri Meigh, Head of ESG and Macro Research (New York)
The recent climate of economic uncertainty has sparked market volatility – creating opportunities for investors to benefit from macro strategies. As a result, many are increasingly turning to alternative data sources to get a timely gauge of market outcomes. In this report, we summarise the recent trends across macro datasets and the alternative sources that can help track the global economy.
A MACRO-DRIVEN MARKET
Inflationary pressures, supply chain shortages and banking sector collapses are among the factors having a destabilising impact on the global macroeconomy. In such a climate, the investment community has become more interested in macro data – even if they’re not a macro-hedge fund.