Macro Analysis & Slide Decks

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.

The cause for pause

Although our fundamental core thesis remains positive, given a backdrop of low inflation, the dovish Fed pivot, a re-steepening yield curve, slowing but positive growth, better-thanexpected EPS, and valuation…

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