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 sentiment in Brazil is very similar to the sentiment in the US – “bullish but….” The current activity in the market is exactly what we were referring to…
Read MoreLast spring, in an effort to get back into shape I began training for an “orienteering” race, where you go into the middle of a mountain range and…
Read MoreQ1/19 EPS estimates look to be down for the first time since Q3/16. Now that the unofficial start to Q1 earnings season is set to begin tomorrow with earnings…
Read MoreHistory shows initial inversion a better buy signal. Although the U.S. Treasury 2-10yr Yield Curve (YC) has yet to invert, over the past seven economic cycles, the median…
Read MoreThe number one question we are getting is: “Is everyone getting too bullish?” The simple answer is no. We have been on the road for the better part…
Read MoreIn the March Macro Slide Deck, we led off with the widely followed Atlanta Fed GDPNow Forecast chart that highlighted a consistently weak (and wrong) tendency in the…
Read More“The recent selloff in equities was partially the result of a near inversion of the 2-10 year U.S. Treasury Yield Curve (YC).” That was the opening line in…
Read MoreThe Fed decision to keep rates unchanged and signal no further rate hikes for the remainder of the year should be no great shock given the slowing data and…
Read MoreA replay of today’s conference call is now available for Gold level subscribers.
Read MoreWith all the issues hasn’t the market gotten ahead of itself? Nope. With a pending Fed press conference, an uncertain U.S. Chinese trade deal, chaotic Brexit negotiations, and…
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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.
Investing includes risk, including the loss of principal.
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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