Macroeconomic research and judgment framework based on cycle positioning and policy transmission
- 2025-12-22
- Posted by: Wmax
- Category: Tutorial
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Wmax adheres to the top-down research paradigm and builds a systematic macro research and judgment framework through identification of economic cycles, dismantling of inflation structures and analysis of monetary policy transmission paths. The article deeply explores the interactive impact of fiscal easing and tight monetary policy, and establishes a price mapping logic from macro variables to U.S. debt, U.S. stocks and commodities, helping investors anchor mid- to long-term trend drivers.
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