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.
Headline consumer prices were unchanged in September on a month-over-month basis, missing the consensus estimate and August reading of 0.1%.Read More
The offset to the potential tinderbox is a powerful fire extinguisher. How could we possibly have a positive core thesis with a tinderbox full of drama, including a possible Presidential…Read More
The National Federation of Independent Businesses (NFIB) reported small business confidence fell to the lowest level since March.Read More
The September ISM Non-Manufacturing Index that measures sentiment on Services disappointed consensus expectations by dropping to 52.6 vs. the estimate of 55.0. Remember, anything above 50 suggests expansion, but the…Read More