Fundamental Analysis – Macroeconomics

Fiscal Policy (CFA Level I Suggested Reading)

  • The process by which fiscal policy affects aggregate demand and aggregate supply
  • The importance of the timing of changes in fiscal policy and the difficulties in achieving proper timing
  • The impact of expansionary and restrictive fiscal policies based on the basic Keynesian model, the crowding-out model, the new classical model, and supply-side model
  • How and why budget deficits and trade deficits tend to be linked
  • Automatic stabilizers and how such stabilizers work
  • The supply-side effects of fiscal policy
  • The relationship among budget deficits, inflation, and real interest rates

Monetary Policy (CFA Level I Suggested Reading)

  • The determinants of the demand for and supply of money
  • How monetary policy affects interest rates, output, and employment
  • How anticipations of the effects of monetary policy can influence the policy's effectiveness
  • The components of the equation of exchange and the implications of the equation for monetary policy
  • The quantity theory of money and its implications for the determination of inflation
  • The impact of monetary policy on major economic variables in the short run and long run, when the effects are anticipated or unanticipated

Economic Indicators (CFA Level I Suggested Reading)

  • Key economic factors: GDP, CPI and unemployment
  • Impact of economic factors on investment markets
  • Impact of inflation and deflation on the market
  • Economic indicators produced by the world's largest economies

Demand and Supply of Goods (CFA Level I Suggested Reading)

  • The principal-agent problem of the firm
  • The types of business firms
  • Explicit costs and implicit costs, (2) economic profit and accounting profit, and (3) the short run and the long run in production
  • Various types of costs, including opportunity costs, sunk costs, fixed costs, variable costs, marginal costs, and average costs
  • The law of diminishing marginal returns and its impact on costs
  • The shapes of the short-run marginal cost, average variable cost, average fixed cost, and average total cost curves
  • Economies and diseconomies of scale and the relationship of each to the shape of a company's long-run average total cost curve
  • The factors that cause cost curves to shift

Competitive Markets, Oligopolies and Monopolies (CFA Level I Suggested Reading)

  • Price takers and price searchers
  • The conditions that characterize a purely competitive or price-taker market
  • How and why price takers maximize profits at the quantity for which marginal cost = price = marginal revenue
  • The total revenue and the marginal revenue for a price taker
  • The decision by price takers with economic losses to either continue to operate, shut down, or go out of business
  • The short-run supply curve for a company and for a competitive market
  • The role of constant-cost, increasing-cost, and decreasing-cost industries in determining the shape of a long-run market supply curve
  • The impact of time on the elasticity of supply

Labour and Capital Markets (CFA Level I Suggested Reading)

  • The relationship between a resource's price and the quantity demanded
  • The influence of three factors that cause shifts in the demand curve for a resource
  • The marginal revenue product of a resource and how it influences the demand for that resource
  • The necessary conditions to achieve the cost-minimizing employment levels for two or more variable resources
  • The factors that influence the supply and demand of resources in the short run and long run

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