ZDEU - Eurozone Manufacturing Recession Although Not The Eurozone As A Whole
The aim of macroeconomic investment analysis
In order to invest in something, we've got to decide what to, actually, invest in. Something so simple that it's a tautology, of course. Macroeconomic analysis can't actually tell us what we should invest in, specifically. What it can do is tell us about economies as a whole, even about sectors within them. Because, you know, the "macro" part of the economics there is about whole economies and sectors within them, not about specific companies or opportunities.
Our current macroeconomic numbers tell us that the eurozone manufacturing sector is