Macroeconomics is the foremost important theoretical basis for medium- and long-run real and financial investment analysis. In the long run economic growth rules, while in the medium run business cycles determine investment opportunities. In this leaflet we show how a data provider like Datastream can help in developing a medium- run macroeconomic-based financial investment view. We point out how to think about macroeconomic theory and use the empirics provided by Datastream. The paper tries to bridge the gap between theoretical macroeconomists and macroeconomic practitioners.
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