Category: Commentary/Video

210 posts categorized as "Commentary/Video"

29Nov

The “Fear Gauge”

The Cboe Volatility Index® (herein “VIX®” or “VIX® Index”) has become something of a household name. Known sometimes as the “Fear Gauge”, the VIX tracks market participants’ expectations for future S&P 500 Index volatility. In other words, the VIX provides information about the prospect for fluctuations (up or down) in equity markets. When the VIX…

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23Nov

Inflation Hedges: A Look at the Record

TO DOWNLOAD A PRINTABLE VERSION (CLICK HERE) Many of our clients are concerned about a rise in inflation. This note takes a hard look at various supposed inflation hedges. We will look at stocks, bonds, REITs, gold, commodities, T-bills and TIPS: the answer may surprise you. I don’t see one size fits all answers to…

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19Nov

Astor Weekly Economic Review – 85 – Questions about Inflation?

Astor CIO John Eckstein and Research Associate Nick Porter break down the latest price measures and the Fed’s options for addressing high inflation.

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19Nov

November 2021 Update on the U.S. Economy

The month of October brought plenty of exciting macroeconomic data to discuss. Despite the fervor around the recent inflation print (which we’ll delve into below), our reading of the U.S. economy is still quite strong. The Astor Economic Index has ticked down slightly from the middle of the year but remains at an above average…

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9Nov
28Oct

Astor Weekly Economic Review – 83 – A Special Episode Focusing on Inflation

1) Inflation #’s 2) Causes for Inflation 3) Possible Solutions for Inflation 4) Recent Academic Thinking around Inflation

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15Oct

October 2021 Update on the U.S. Economy

The Astor Economic Index moderated slightly in September after several months of steading readings, perhaps suggesting the peak of output growth during the post-pandemic boom is behind us. Nonetheless, the AEI remains consistent with a strong economic state: we delve into some of the numbers below.     Part of the story behind the AEI’s…

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13Oct

Astor Weekly Economic Review – 82 – CEO, Rob Stein, and CIO, John Eckstein, Break Down the Weak Employment Report

Topics Discussed: Labor Market Rate of Improvement is Slowing Divergence between Labor Market Surveys New Labor Market Trend ? Fed Tapering Jobless Claims PMI, CPI, and PCE Reports

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12Oct

Astor Investment Management Commodity Review

2021 has seen equity and fixed income valuations very rich by traditional standards. As demand roars back and supply chains remain constrained, commodities have increasingly been in the limelight as an alternative source of return. Indeed, many commodities have enjoyed a spectacular rise in price throughout 2021 which creates a question of whether there is…

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15Sep

September 2021 Update on the U.S. Economy

The Astor Economic Index ended the month of August essentially unchanged from the last several months, a level consistent with strong economic growth domestically, despite headwinds from the Delta variant. We discuss labor market developments below and delve into some of the dynamics surrounding the current inflation debate. Non-farm payrolls disappointed strongly to the downside…

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31Aug

Rob Stein on Millennials and Money with Angela Miles

https://astorim.com/wp-content/uploads/2021/08/Rob-Stein-Millennials-and-Money.mp4 AIM-8/31/21-OP445

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20Aug

Astor Weekly Economic Review – Episode 78 – The Long Slow Road to Recovery

Astor Chief Investment Officer John Eckstein and Nick Porter wade into the numbers of the economic rebound and the pace to return to pre-pandemic levels. The road back seems to be a long one, but they explore where encouraging signs can be found. AIM-8/19/21-OP442

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13Aug

August 2021 Update on the U.S. Economy

The month of July saw further signs of a durable expansion across sectors in the United States, and encouragingly, continued improvement in the labor market. Our nowcast of the U.S. economy, the Astor Economic Index®, followed in kind, resuming its climb from the beginning of the year and at its highest level since January 2019….

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27Jul

Millennials Prepare for What’s Next

As the millennial generation starts to turn 40, Astor CEO Rob Stein discusses the ramifications with Angela Miles on Business First AM. Will they be able to retire early? Will they need to work well past the age of 65? Rob shares his insights on what it means for the markets and the long term….

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27Jul

Astor Weekly Economic Review – Episode 76 – The Economy in Recovery Mode

This week Astor CIO John Eckstein and Nick Porter translate the latest numbers and how they are impacting the American economy’s comeback  from the COVID-19 pandemic’s setbacks. The real question: Why isn’t the rebound as robust as hoped for or expected? Approved with code AIM-7/26/21-OP417  

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16Jul

Astor Weekly Economic Review – Episode 75

With inflation on the rise, constraints on the labor force and the supply chain are the focus of this week’s podcast episode. Astor CIO John Eckstein and Nick Porter delve deep into the numbers and discuss if these are trends or just a blip on the radar. AIM-7/15/21-OP403    

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14Jul

Astor Q2 2021 Strategy Update Recording with CEO & Founder, Rob Stein.

Recording of Astor’s Q2 2021 Strategy Update call with CEO & Founder, Rob Stein.  

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13Jul

Rob Stein Discusses Inflation Surge on WGN!

Prices are UP! Prices for U.S. consumers jumped the most in 13 years – is it the pandemic? It’s the response to the pandemic mentions Rob. Watch the segment here!  

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9Jul

July 2021 Update on the U.S. Economy

The Astor Economic Index was essentially unchanged month over month, ending June at a level consistent with strong to very strong economic growth. Of course, a quiet month in the AEI® does not mean that there is no interesting economic data to dissect, and we delve into some highlights below. The story of the past…

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7Jul

Astor Weekly Economic Review – Episode 74

Astor Investment Management CEO Rob Stein and CIO John Eckstein delve into the latest payroll and jobs numbers as the U.S. economy continues to pull itself out of the pandemic slowdown. AIM-7/6/21-OP397

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