Economic Data and Stock Market Outlook
- How should long-term investors use the latest high-frequency economic data? Best to ignore it.
- If the daily news and opinion flow isn’t particularly helpful, what factors should longer-term investors consider for shaping market expectations?
- Earnings growth and valuations are durable factors. Shorter-term factors that drive the market include interest rates, monetary and fiscal policy, and behavioral factors, such as sentiment and price.
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