Welcome to the SA’s The Macro Brief! This official SA Profile will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape through various recurring series.This profile run by Seeking Alpha Editors will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape. The economy is the foundation of financial markets, influencing everything from corporate earnings and consumer spending ...

Investment Philosophy - Great investors do not base investment decisions on day-to-day price fluctuations [1]

All right, we got to talk to you about it. Um, shutdown just in in its ninth day. Uh, we got that data from Moody's that we always bring up.For every week of the government shutdown, quarterly GDP is impacted by a tenth of a percent. What's the impact on the manufacturing sector. Are there certain parts of it that are impacted more than others.Well, I think overall, Frank, the business community in general, but certainly manufacturing depends on certainty and uh having this kind of uncertain time where we d ...

Behavioral Finance - The question explores the psychological pain associated with investment decisions [1] - Selling a stock that subsequently doubles in value versus holding a stock that drops 30% are compared [1] Investment Psychology - The scenario highlights the emotional impact of missed opportunities versus actual losses in the stock market [1]

Market Trends & Investor Behavior - Conventional investing wisdom suggests separating politics from portfolio decisions, but many Americans find this challenging, viewing investments through partisan lenses [1] - Investors' political affiliations influenced their investment decisions, with Trump voters buying during market dips and others moving money abroad due to policy concerns [2] - Money managers observed stark divisions along party lines in client calls, with Republicans remaining steady and Democrats expressing portfolio anxieties [2] - Partisan portfolio management emerged during the Obama presidency and intensified during the Trump era, coinciding with heightened political and social divides [3] - The "optimism gap" between Democrats and Republicans regarding the stock market's 6-month outlook is the widest since 2001, based on Gallup data provided to the Wall Street Journal [5] - Intense polarization is increasingly reflected in stock portfolios [6] - Wall Street is attempting to capitalize on this political divide with the emergence of anti-woke ETFs and other related investment strategies [7]