Tony is best known for the practical application of macro data. He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.
Highlights Credit-led equity bull markets typically experience a two-year LBO and merger boom once the yield curve inverts We continue to think a meaningful inversion is still 1-3 years…Read More
Highlights Trade worries continue to preoccupy equity investors However, pensions are continuing to allocate fresh new tax money to credit at a rate that is a multiple of nominal…Read More
In mid-January, there was a historic level of euphoria in both global economic and market expectations, and that proved to be the time to fade both.Read More