Macroeconomics: Definition, History, and Schools of Thought

Macroeconomics studies an overall economy or market system, its behaviors, the factors that drive it, and how to improve its performance.
Seeking Alpha

An S&P 500 Prediction Model Based On Macroeconomic Variables

Seeking Alpha article used statistical approach to estimate S&P 500 P/E market multiple based on macroeconomic variables. Treasury yield and federal spending to GDP ratio are significant variables ...
San Francisco Fed

Assessing Recent Stock Market Valuation with Macro Data

History suggests that elevated values of the cyclically adjusted price-earnings (CAPE) ratio may indicate an overvalued stock market. A valuation model that uses a small set of economic variables can ...
National Academies of Sciences%2c Engineering%2c and Medicine

Incorporating Climate Change and Climate Policy into Macroeconomic Modeling: Proceedings of a Workshop

This session aimed to gain insight into the macroeconomic models and inputs used at the decision-making level. In his talk, Robert Arnold, Congressional Budget Office (CBO), echoed Stock by stressing ...
San Francisco Fed

In Search of Dominant Drivers of the Real Exchange Rate

We uncover the major drivers of each macroeconomic variable and the real exchange rate at the business cycle frequency in G7 countries. In each country, the main drivers of key macro variables ...