Category: Commentary/Video

231 posts categorized as "Commentary/Video"


Stock Market Tantrums

Astor’s CEO, Rob Stein, and CIO, John Eckstein, discuss changes in labor market, updates on the Fed, and recent stock market tantrums.

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Breaking down the latest GDP report and the outlook for the Fed in this week’s Astor Economic Week in Review

CIO, John Eckstein, and Research Partner, Nick Porter, dive deep into the latest GDP report and outlook for the Fed.

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The Strength of the Economy at the start of Q2

CIO, John Eckstein, and Research Associate, Nick Porter, discuss Inflation, CPI, PPI Final Demand, and the Fed. AIM-4/18/22-OP560

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April 2022 Update on the U.S. Economy

The Astor Economic Index continued its slide in March, consistent with our reading of a cooling but still strong economy. The domestic macroeconomic outlook is at an interesting crossroads, with persistent inflation, negative real wages, and high input costs on one hand, and very strong labor market dynamics, corporate earnings, and solid output growth on…

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Employment Report Discussion

Discussion Topics: Overall Strength of Economy Jobs Report Fed Moves AIM-4/4/22-OP554

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Commodity Market Update – Q1 2022

Many of the most visible commodities – energies and grains – appreciated a great deal during the first quarter as shown in the charts below for eight of the more well known commodity contracts.   There are macro factors both boosting and restraining commodity prices: On the bullish for commodities side: Shift in the composition…

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Latest Updates on the Fed and the U.S. Economy

Astor’s CIO, John Eckstein, and research partner, Nick Porter, discuss the latest Fed and U.S. Economy updates. AIM-3/21/22-OP553

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March 2022 Update on the U.S. Economy

With the ebbing of the global pandemic, one may have hoped February would mark the beginning of business as usual and a return to focusing on supply chains and other macroeconomic fundamentals. Unfortunately, the war in Ukraine has added another exogenous shock to the system. We’ll delve into the U.S. economic situation below, and touch…

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Insights into the latest unemployment report and the effect of the war in Ukraine on US inflation.

Astor’s CIO, John Eckstein, and Research Partner, Nick Porter, discuss the latest unemployment report and the effect of the war in Ukraine on US inflation.  AIM-3/7/22-OP549

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Will the war in Ukraine derail the US economy? The Astor research team debate.

John Eckstein, CIO at AIM, and his research partner, Nick Porter, dive deep into how and if the Ukraine and Russian war will impact the US economy. AIM-2/28/22-OP545

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The latest on inflation from the Astor Research Team

CIO, John Eckstein, and Research Partner, Nick Porter, discuss changes in the U.S economy and the latest updates on inflation. AIM-2/11/22-OP541

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February 2022 Update on the U.S. Economy

January proved an exciting month for macroeconomic data, with some clarity gained on the near-term trajectory of the U.S. economy and the state of inflation. We’ll begin with the Astor Economic Index, which has begun to move down rather precipitously of late. Although the AEI’s movement over the past month might make for a concerning…

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Was the latest payroll report as strong as it seems?

John Eckstein and Bryan Novak break down the latest payroll report.

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Protected: Astor 2021 Review Call with Rob Stein

There is no excerpt because this is a protected post.

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Inflation and The Fed

Inflation and the Fed is the topic of this week’s podcast. Plus: why January’s data may be the worst in months. With Chief Investment Officer, John Eckstein, and Research Associate, Nick Porter. AIM-1/21/22-OP523

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January 2022 Update on the U.S. Economy

As usual, we’ll be looking at recent economic data this month, but we’ll also expand on some of the themes we’ve seen this year and look ahead to our base case for 2022. It’s worth noting that our portfolio decisions are made by the current state of the U.S. economy, rather than any forecast, but…

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Payroll Numbers 2022

Topics Covered: Disappointing payroll number made up for by a substantial household number When adjusting the household survey to match the same concepts as the establishment survey there has been a relatively big gap over the last 1 1/2 years and that gap is closing quickly Less acceleration this quarter than the previous quarter Payroll numbers…

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Fed’s Latest Policy Shift: Astor Economic Week in Review

Fed Chairman, Jerome Powell, press conference summarized by Astor CIO, John Eckstein, and Research Associate, Nick Porter   AIM-12/17/21-OP505

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The Logical Economist – Rob Stein

Rob Stein, Former Federal Reserve Analyst and CEO/Founder of Astor Investment Management discusses his views on potential unintended, permanent economic outcomes from the pandemic, super inflation and what investors can expect over the next 1-5 years.

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Inflation Isn’t The Biggest Problem

Is the recent spike in inflation data and recent price moves in many products and commodities transitory?  Is the reopening of supply chain disruptions going to relieve shortages? When is the Fed going to act? These questions are being debated more than ever, with both sides digging in on their views.  To be honest, I…

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