Category: Commentary/Video

256 posts categorized as "Commentary/Video"

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

Continue Reading

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…

Continue Reading

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

Continue Reading

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…

Continue Reading

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

Continue Reading

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

Continue Reading

3Oct

The UK Meltdown

Astor’s research team throws an emergency podcast on the UK Meltdown.

Continue Reading

22Sep

Breaking down the latest Fed meeting

Astor’s CIO, John Eckstein, and Research Associate, Nick Porter, break down the latest fed meeting.

Continue Reading

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…

Continue Reading

9Sep

September 2022 Update on the U.S. Economy

The U.S. economy has proven resilient to firming monetary policy so far this year. The Astor Economic Index® (AEI) is at a level consistent with below-average growth but above outright recession. This is consistent with other nowcasts and forecasts of the U.S. economy: Bloomberg consensus for Q3 GDP growth is at 1.4%, down a tad…

Continue Reading

17Aug

August 2022 Update on the U.S. Economy

July was a very interesting month for economic data, with several of the series that we watch closely at Astor pointing in different directions. The Astor Economic Index®, our attempt to summarize these data points, ended the month in below-average growth territory and somewhat softer than the month before. The labor market has been a…

Continue Reading

15Aug

Latest inflation news and the outlook for the Fed

Astor’s CIO, John Eckstein, and research associate, Nick Porter, deep dive into the latest inflation news and the outlook for the Fed.

Continue Reading

9Aug

Gauging the U.S. Consumer

Employment has been resilient to inflation, rising rates and slowing growth trends, but for how much longer? Consumer financial situations have been impacted, reducing savings rates and increasing borrowing levels… Factors to help the economy regain its footing may not be helpful for the U.S. consumer in the near term… For context, let’s quickly walk…

Continue Reading

8Aug

What does the latest payroll report tell us about inflation and the fed?

Astor’s CEO, Rob Stein, and CIO, John Eckstein, discuss the latest payroll report and what it tells us about inflation and the fed.

Continue Reading

3Aug

Exchange Rate Drivers

Recent Dollar Trends The U.S. dollar is very much in the limelight of late, with the greenback relentlessly climbing against its developed market peers. The euro to dollar exchange rate (EUR/USD) is closely watched as a gauge of global sentiment and is the most heavily traded currency pair in the world. The euro recently touched…

Continue Reading

25Jul

Fed preview and inflation outlook

Federal Reserve preview and inflation outlook with CIO, John Eckstein, and Research Associate, Nick Porter.

Continue Reading

15Jul

July 2022 Update on the U.S. Economy

The U.S. economy is at an interesting crossroad: the labor market is showing continued strength despite weakening output, burgeoning inflation, and an increasingly hawkish Fed. The Astor Economic Index has taken the side of the naysayers, posting consecutive declines for the last 11 months. The index now lies somewhere in the below-average to weak range….

Continue Reading

11Jul

Is The Market Showing Signs of A Recession?

Astor’s CEO, Rob Stein, and CIO, John Eckstein, break down the latest employment report looking for signs of the recession everyone is talking about.

Continue Reading

8Jul

You Can’t Buy Love and You Can’t Buy An Expansion

As the markets hit that magical percent drawdown number, market experts tell us we are in a bear market. If only they told us sooner… Inflation was not transitory after all, and the Fed needed to react which led to the typical result from raising rates quickly… Again, who could predict that mailing money to…

Continue Reading

1Jul

Is a recession coming?

Astor’s CIO, John Eckstein, and Research Associate, Nick Porter, discuss if a recession is on its way using the latest economic data.

Continue Reading

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. Please refer to Astor’s Form ADV Part 2 for additional information regarding fees, risks and services.