Everything Is Cyclical & Inflation As Public Enemy Number One

"Macro analysis is about starting with a bird’s eye view and then working down to ground level, step-by-step. The first goal is to gauge economic cycles since all assets will have their ideal economic environments. I anticipate the economy to slow down given the Fed’s aggressive agenda. We should be paying close attention to inflation benchmarks because the Fed may further slow or quicken their pace on rate adjustments given incoming price data," says Aleksandr Spencer. He also weighs in on the monetary policy and economic activity.