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 monthly JOLTS report (Job Openings and Labor Turnovers Survey) released by the Bureau of Labor Statistics (BLS) this morning shows there continues to be an abundance of jobs available…Read More
The National Federation of Independent Businesses (NFIB) released their small business optimism index, which exceeded consensus expectations at 107.2, and sits just under the May 2018 cycle high of 107.8.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
As the weather heats up in New York today and we begin what will likely be the first “heat wave” for the summer of 2018, data this morning from the…Read More
Highlights • The bull market experienced the 35th irrational inversion of the VIX curve this week as equity investors’ concerns escalated • This pullback pulled stocks a little below their…Read More
The Case-Shiller 20-City House Price Index rose less than expected in April, up 0.2% m/m vs. an estimate of 0.40%.Read More