Macro & Economic

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.

June Macro Slide Deck

Raising our 2018 SPX estimates and target and initiating our 2019 outlook. We are raising our 2018 estimated S&P 500 Index (SPX) operating earnings per share (EPS) from $155/sh to $160/sh.…

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Slight miss on Q1 GDP

The second revision to first quarter Gross Domestic Product (GDP) was released by the Commerce Department this morning and showed the economy expanded 2.2%.

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A big economic week ahead

What matters? Friday looks like a really big day, with the release of key manufacturing and payroll data. (Estimates are consensus as published by Bloomberg unless otherwise indicated)

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