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 The already-record pace of bank buying of US government bonds has intensified even further This surge has likely been a major factor in the Fed’s reversal this month…
Read MoreAs we head into the top couple weeks of S&P 500 (SPX) EPS reporting season, we wanted to update you through today’s reports:
Read MoreHighlights Large-cap stocks were the initial leaders coming out of the latest correction Mid-cap and small-cap stocks have rotated to the point where portfolio managers should begin thinking about…
Read MoreMedian post-crash reflex rally still points to a retest... The SPX has rallied 13.5% off the 12/24/18 low in just 17 trading days. While the reflex rally seems unbelievable, based…
Read MoreHighlights The credit market is wide open again Companies are borrowing for financial engineering Pensions are voting to put even more fresh new tax money into credit despite the…
Read MoreHighlights The credit boom remains intact Charter’s bond deal indicates that most companies can borrow money to buy back stock
Read MoreHighlights Our analysis of corporate tax payments indicates that companies are likely going to beat expectations this earnings season by a smaller margin than has been the case for…
Read MoreA replay of today’s conference call is now available for Gold level subscribers to download.
Read MoreWe are going to hold a conference call to go through the January Macro Slide Deck and our 2019 outlook Thursday January 10th at 11am EST. This will be for…
Read MoreLast year began with a global synchronized recovery, historically low volatility, extreme bullishness, a ramping economy, and the potential for greater than 20% S&P 500 (SPX) operating EPS growth. We…
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Canaccord Genuity Sr. Managing Director / Macroeconomist / Chief Market Strategist
Tony Dwyer joined Canaccord Genuity following the acquisition of Collins Stewart in March 2012, and currently serves as the Head of U.S. Macro Group, Chief Market Strategist, and member of the Firm’s U.S. Operating Committee.
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Canaccord Genuity LLC is a registered broker dealer regulated by SEC and FINRA. Member SIPC. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies. See canaccordgenuitygroup.com/en/companies for more information.
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The views expressed in this commentary are the views of Tony Dwyer and are subject to change based on market and other conditions.
This site contains certain statements that may be deemed to be forward-looking statements. These statements are based on certain assumptions and analyses made in light of experience and perception of historical trends, current conditions, expected future developments and other factors believed to be appropriate in the circumstances. Such statements are subject to a number of assumptions, risks, and uncertainties, and are not guarantees of any future performance. Actual results may differ materially from those projected in the forward-looking statements.
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