Applied Financial Macroeconomics and Investment Strategy / Global Financial Markets (PDF)

Tim McGee (New York, NY) is Director of Macro Strategy & Research at US Trust, Bank of America Private Wealth Management, where he serves on the Investment Strategy Committee. Prior to this role he was a Chief Economist with the company. In this capacity he manages a team that researches global economic trends and turns them into strategies for investment professionals and high net worth clients.

PRAISE FOR Applied Financial Macroeconomics and Investment Strategy

'A valuable resource for investment professionals trying to separate the economic wheat from the chaff. Underneath the noise and day-to-day market volatility there are systematic forces shaping the trends in asset values. This book explains the role macroeconomic factors play in this process.' - Nouriel Roubini, Professor of Economics and International Business, Stern School of Business, New York University, USA and bestselling author of Crisis Economic

'Six years after the crisis and it is time to ask what it all means. McGee puts the crisis into perspective for investors with a clear road map to macroeconomics. He makes the complicated post-crisis world less frightening by showing how it relates to macroeconomic and financial principles.' - Paul Wachtel, Professor of Economics, Stern School of Business New York University, USA

'Finally a book that connects the academic insights of macroeconomics with the real world performance of financial markets. This book should be read by anyone with a stake in understanding the economy and financial markets from students to new financial professionals and veteran investment managers. Few people read the economic tea leaves better than McGee. This book shows how he does it.' - Ed Hyman, Chairman of Evercore ISI, Founder of ISI and Head of Economic Research Team

'This bold and lucid book provides a welcome antidote to fashionable cynicism claiming that stock market movements have become irrational, and economic policies incomprehensible. McGee offers a clear and practical explanation of the fundamental forces driving financial markets and cuts through the cacophony of talking heads who cannot distinguish the random noise of market hysteria from the valuable investment signals provided by serious analysis of business cycles, monetary policies and structural change in the economy. For anyone with substantial assets invested in