Category: Commentary/Video
267 posts categorized as "Commentary/Video"
24Mar
March 2023 Update on the U.S. Economy
Harold Wilson, the former Prime Minister of the United Kingdom, said (probably apocryphally) that “a week is a long time in politics”. In economics, a day can prove to be a lifetime, as recent events have shown. Banking sector stress over the past week has led to a dramatic repricing across the fixed-income world, and…
21Mar
Banking Crisis 2.0
As the recent bank failures hit the news wires the headlines became sensational, with some commentators claiming that the system was imploding. Ironically, just weeks ago, the banking system was characterized as ‘bulletproof’. To be clear, this is not 2008. That was a true banking and financial crisis with a complete breakdown of the banking…
15Mar
What does the Latest Employment Report implies to Fed?
Astor’s CEO, Rob Stein, and CIO John Eckstein analyze the latest employment report and discuss what it implies to the Fed. MAS-M-360082-2023-03-14
10Mar
Get up-to-date on Economic Conditions in the U.S.
Astor’s CIO, John Eckstein, and Portfolio Manager/ VP – Research Nicholas Porter get you up-to-date on the economic conditions in the U.S. MAS-M-357438-2023-03-07
14Feb
February 2023 Update on the U.S. Economy
The U.S. economy is not in want of compelling data points of late, with prints in all sorts of indicators well outside of historical norms. The challenge, of course, is that many of these series are in open contradiction. For its part, the Astor Economic Index® (AEI) indicates an economy that is cooling (or has…
7Feb
Breakdown of the Latest Employment Report & What it means to the Fed?
Astor’s CEO, Rob Stein, and CIO, John Eckstein break down the latest employment report and what it means for the Fed. MAS-M-346515-2023-02-06
24Jan
Get up-to-date on Inflation and the Fed
Astor’s CIO, John Eckstein, and Portfolio Manager/ VP – Research Nicholas Porter get you up to date on Inflation and the Fed. MAS-M-339921-2023-01-20
13Jan
FAQ 2022 – 2023
A Q&A into what we saw and where we are going. This frequently asked questions guide is an overview of 2022 and a look into 2023. CLICK HERE OR ON THE IMAGE BELOW TO READ.
11Jan
Breakdown of the Latest Economic News
Astor’s CEO Rob Stein and CIO, John Eckstein discuss the breakdown of the latest economic news. MAS-M-334704-2023-01-09
20Dec
Outlook for inflation and the Fed
Astor’s CIO John Eckstein and Research Associate Nick Porter share their thoughts on inflation and the Fed. MAS-M-330565-2022-12-16
7Dec
December 2022 Update on the U.S. Economy
The Astor Economic Index® declined further in the month of November to a level typically associated with a weak economic state. The economy is in an interesting position, with the labor market humming along, but some soft data point to substantial weakness in manufacturing. The latest non-farm payroll was interesting, and it’s worth going beyond…
18Nov
Gauging Fed and Market Reaction to CPI
Astor’s CIO John Eckstein and Research Associate Nick Porter share their thoughts on the Fed and Market Reaction to CPI. MAS-M-321021-2022-11-14
18Nov
November 2022 Update on the U.S. Economy
The Astor Economic Index®, our nowcast of the U.S. economy, is essentially unchanged from the prior month at a level consistent with below-average economic output. Nonetheless, the intervening period has had several significant data prints, which we discuss below. In sum, recent trends suggest that the window to a soft(er) landing is now more open…
8Nov
Fed and Payroll Outlook
Astor’s CEO, Rob Stein, and CIO John Eckstein share their thoughts on the Fed and Payroll Outlook. MAS-M-318084-2022-11-06
19Oct
October 2022 Update on the U.S. Economy
September brought little in the way of relief for those looking for a Fed pivot, and the Astor Economic Index® remained constrained at a below-average reading. As in recent months, the U.S. labor market is somewhat at odds with the global economy and other domestic data prints, with job gains elevated despite softening purchasing manager…
18Oct
The Latest Inflation News and Outlook
Astor’s CIO, John Eckstein, and Research Associate, Nick Porter discuss the latest inflation news and outlook. MAS-M-310193-2022-10-17
11Oct
Latest Unemployment Report and The Fed Outlook
Astor’s CEO, Rob Stein, and CIO, John Eckstein, discuss the latest unemployment report and the Fed outlook. MAS-M-308024-2022-10-11
3Oct
22Sep
Breaking down the latest Fed meeting
Astor’s CIO, John Eckstein, and Research Associate, Nick Porter, break down the latest fed meeting.
20Sep
Do You Want To Know What Is Going On With The Markets?
Do you want to know what is going on with the markets? It’s common sense duh. At times, doctors, politicians, professors, and economists make things sound complicated when there are obvious logical answers. My guess is that they need to feel superior because, well, you know…The Fed and many well-known economists are looking too deep…