Research & Insights

Development of an Aggregated Macroeconomic Indicator for Equities

September 2, 2024
Lewin Hafner
This post features the exploration of a handful of causal linkages that drive the relationship between equity markets and economies as well as the development of an indicator based on macroeconomic variables.
Gain Insight

Macro Outlook 2023 (Chartbook)

December 15, 2022
Lewin Hafner
Where we've come from, where we are and where we might be headed in the form of charts.
Gain Insight

Source: Wall Street ca. 1850

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Lewin Hafner | Zurich, Switzerland