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CFA Level 3
Portfolio Management and Wealth Planning

Economic Forecasting Tools for Wealth Planning

Very Easy Economic Analysis Forecasting Tools

As part of the financial planning process for a high-net-worth client, you are tasked with providing an economic outlook for the upcoming year. Your analysis should incorporate key economic indicators that could affect investment strategies. Discuss at least three economic forecasting tools you would utilize to anticipate market trends for your client.

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