I have spent a lot of time in these pages writing about the influence of macro-economic factors on market analysis. Indeed, Matt King at Citigroup recently highlighted the growing importance of macro factors on the equity market (chart via Bloomberg):
Here are three key macro factors that I have been watching now for clues to the direction of the stock market and sector selection.
The full post can be found at our new site here.
Charts that bear watching
30 minutes ago