Blog

12Sep

WHY THE ECONOMY PROVIDES THE RIGHT ROADMAP FOR MITIGATING RISK

Click on the image above or click here to download the PDF.

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11Sep

September update on the US economy

Our proprietary Astor Economic Index® is still showing strong growth in the US economy. The index is currently in the middle of a fairly narrow range it has been in during 2018.  The economy has thus far proved itself resilient to escalating trade tensions.     Various of the regional federal reserve banks produce nowcasting…

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10Sep

Rob Stein Assesses Economic Strength and the Opportunity for Growth

  Should you be worried about GDP, jobless claims, or durable goods derailing the economy in the near future? Astor CEO, Rob Stein, evaluates the US economic strength, opportunities for growth, and supply and demand questions in the housing market. Click the image above or click here to watch the video! All information contained herein…

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24Aug

Which sectors are defensive?

As the current recovery ages and trade tensions garner headlines, a money manager’s thoughts turn to defensive sectors.  But how have the defensive sectors actually done in recent recessions? We examine the record in this post. For an investment manager, there is obvious appeal in knowing how sectors of the economy perform in recessions and…

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9Aug

August update on the US economy

Our proprietary Astor Economic Index® is still showing strong growth in the US economy. The index is currently at near top of the fairly narrow range it has been in during 2018. The labor market continues to add more jobs than is required to keep up with the natural growth of population.  We can see…

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18Jul

Astor Investment Management CIO, John Eckstein, on Bond Markets

Play Video All information contained herein is for informational purposes only. This is not a solicitation to offer investment advice or services in any state where to do so would be unlawful. Analysis and research are provided for informational purposes only, not for trading or investing. Astor and its affiliates are not liable for the…

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12Jul

If the yield curve talks, should investors listen?

A favorite indicator among economists for predicting recessions is the yield curve—the difference between long-term rates and short-term rates.  As of this writing, the difference between 10-year Treasuries and 2-year notes is 0.30%, a decrease from just under 1% a year ago. When this relationship flattens and goes below zero, it’s believed that the economy is likely…

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10Jul

July Update on the US Economy

Our proprietary Astor Economic Index® is still showing strong growth in the US economy. The index is currently near the top of the fairly narrow range it has been in the last twelve months. The labor market continues to add more jobs than is required to keep up with the natural growth of population and…

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27Jun

Does an Inverted Term Structure Lead to Recession?

Much has been made of the flattening yield curve trend that has developed over the past year or so. Yield curves that are inverted, with short-term rates higher than long-term rates, have historically preceded recessions in the United States, and so it is useful to explore the term structure as a potential signal of economic downturns. To continue reading, click…

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22Jun

The “voice” of the economy and what it’s really saying

The buzz around the internet these days has been a computer-generated voice and whether it’s saying Yanni or Laurel. As it turned out, the computer was saying both, and the difference in auditory perception was due to the frequency of the playback and how well people’s ears perceive different frequencies. To continue reading click here.

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6Jun

June update on the US economy

Our proprietary Astor Economic Index® is still showing strong growth in the US economy. The index is currently near the top of the fairly narrow range it has been in the last twelve months. The labor market continues to add more jobs than is required to keep up with the natural growth of population and…

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10May

May update on the US economy

Our proprietary Astor Economic Index® is still showing solid growth in the US economy. The index is currently near the top of the fairly narrow range it has been in the last twelve-month range. The labor market continues to add more jobs than is required to keep up with the natural growth of population and…

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1May

Q1 GDP first look, and more…

The initial read on GDP was released on 4/27/18 and it was better than expected (2.3% reported vs. 2.0% expected).  Although this report is lower than the pace set in the previous 3 quarters, I believe the Fed will continue on the path of raising rates.   Concern of rising rates will continue into the…

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27Apr

Economic Update

Watch Rob’s latest economic webinar 2018-82

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24Apr

What? Me Worry?

The first quarter of 2018 is ‘in the books’ and investors may still feel a little woozy from the ups and downs they experienced. The volatility in Q1 seemingly reminded investors what ‘fear’ feels like and, in my opinion, the financial news mediums started to help investors find the fear they were looking for. To…

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24Apr

Astor Investment Management CEO Robert Stein on Economic Data

Click here to watch our CEO Rob Stein on Morning Trade Live! All information contained herein is for informational purposes only. This is not a solicitation to offer investment advice or services in any state where to do so would be unlawful. Analysis and research are provided for informational purposes only, not for trading or…

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11Apr

U.S.-China Trade Wars: Talk and Market Impact

Your diligent economic blogger is struggling to keep up with the news on the trade war front. Last week the US and China traded threats of additional proposed trade sanctions – to be imposed after the still-theoretical initial set of mutual tariffs announced earlier in April. Recall that the world’s two largest economies will soon…

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14Feb

Market Questions: Less Why, More What

Given the stock market’s 10% drop over about the past two weeks, the question we’re left with now is less about “why” and more about “what.” What to do from here? First, we must keep in mind that the S&P 500 has appreciated by almost 30% in three years with little volatility and only minor…

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7Feb

Bond triple whammy

US ten-year bond yields have increased about 70 basis points to 2.8% over the last several months which gotten the attention of investors.  While ancient market specimens like myself have a hard time seeing 2.8% as “high,” the change from the last several years is interesting.  There is a good argument to be made that…

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5Feb

Comments on Recent Equity Market Pullback

It’s been a very long time since the stock market was the lead news story. That changed quickly as the stock market declined almost 10% (from intraday high to intraday lows) in the course of two days (2/2 ‐ 2/5/2018)—a big move, no matter how you slice it. The question everyone is asking is, “What’s…

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All information contained herein is for informational purposes only. This is not a solicitation to offer investment advice or services in any state where to do so would be unlawful. Analysis and research are provided for informational purposes only, not for trading or investing purposes. All opinions expressed are as of the date of publication and subject to change. Astor and its affiliates are not liable for the accuracy, usefulness or availability of any such information or liable for any trading or investing based on such information.”