Category: Media

102 posts categorized as "Media"

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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3Aug

Astor Weekly Economic Review – Episode 77 – Boon or Swoon Economy

Astor CIO John Eckstein and Nick Porter eyeball the latest numbers from from labor, housing and industry. Is the economy still booming or did June produce a swoon that will affect the outcomes moving forward? AIM-8/2/21-OP429

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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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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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16Jun

June 2021 Update on the U.S. Economy

The Astor Economic Index® (“AEI”) improved once again in the month of May, ticking up to a post-pandemic high, and nearing levels last seen in 2019. The reading is consistent with the general macroeconomic narrative of the U.S. economy, with flush households, strong demand and burgeoning external support. Although GDP growth seems to be on…

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24May

The ‘Macro’ Style of Investing and Why I’m Excited…

Let’s look back on a historic, discretionary macro trade: In September 1992, the British pound was fixed to the Deutschemark through the European Exchange Rate Mechanism (ERM), a precursor to the Euro we know today. If you tried to sell pounds below a certain level, the Bank of England (the central bank of the UK)…

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18May

My Compelling Reasons for Hyper-Inflation and Potential Impacts

Inflation itself is not a rally-killer for stocks.  Rather, I believe it is the interest rate differential between a risk-free return against the risk on stock prices and dividend yield. I think that spread has favored stocks for some time and very aggressively for the past 12 months.  As rates rise and stocks appreciate, I…

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18May

Economic Fundamentals During Economic Recoveries

Case Study: Economic Fundamentals and Mid-Recovery Slowdowns The U.S. is amid a historic recovery, with U.S. GDP expanding at an eyewatering 4.3% (Q/Q SAAR) in Q4 2020 and 6.4% (advance number) in Q1 2021. While the loosening of COVID-19 restrictions, substantial fiscal stimulus, and loose monetary policy have contributed to a substantially sunnier economic outlook…

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14May

May 2021 Update on the U.S. Economy

The Astor Economic Index® (“AEI”) improved slightly month over month and remains at a level indicative of strong fundamentals, reflecting very strong output measures across the U.S. economy, as well as declining jobless claim figures. The dip in the AEI from the second wave earlier this year has been mostly retraced as the U.S. recovers…

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14Apr

April 2021 Update on the U.S. Economy

Macroeconomic data has teased us for several months with the hope of a new spring, and the month of March has aptly enough delivered on that promise. Much of the nation has substantially eased lockdown restrictions as the pace of vaccinations pick up pace, and the near-term trajectory of the U.S. economy is on substantially…

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12Mar

March 2021 Update on the U.S. Economy

No news is good news, at least as the U.S. economy is concerned in its current state of slowly animating suspension. The Astor Economic Index has been range bound at a level approximating above average growth for several months and ended the month of February essentially unchanged. The labor market picked up some steam, with…

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22Feb

Rob Stein 2020 Review – ADA

Recording of Astor’s Q3 2020 call with CEO & Founder, Rob Stein. Rob Stein Q4 Review 2020 from Astor Investment Management on Vimeo.   AIM-2/18/21-VP307

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16Feb

February 2021 Update on the U.S. Economy

The theme in economic pundit circles during the month of January was short-term stagnation, and the Astor Economic Index certainly agrees, remaining essentially unchanged from where in began the year and in growth territory.  As in prior months, the economy remains under substantial restrictions that are trending broadly towards easing, and we expect to see…

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16Feb

Astor’s 2021 Outlook

2020 is destined to become one of those years that will be remembered just by mentioning two digits, much like ’87, ’01, and ’08 have become synonymous with the events of each respective year. All someone will need to say is “remember ’20,” and we’ll know everything that number entails—from the pandemic to the presidency,…

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22Jan

January 2021 Update on the U.S. Economy

With COVID-19 still spreading throughout the United States, the Astor Economic Index continued its weakening trend in the month of December, ending the quarter down from its peak several months ago but still well into solid growth territory. This month’s non-farm payroll came in about as expected with a loss of 140,000 jobs month over…

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4Jan

2020 in Retrospect

Coming into 2020 the U.S. economy, as we measure it with the Astor Economic Index®, was growing about trend, though weaker than the pace of 2018. The U.S. consumer was the true pillar, with the unemployment rate sitting at 3.5%. U.S. Manufacturing had peaked in the second half of 2018, declining steadily through 2019 as…

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18Dec

December 2020 Update on the U.S. Economy

As we have said before in this blog, as goes the pandemic, so goes the U.S. economy. The Astor Economic Index reflects this reality, ticking down in November from its 2020 highs, although still in solid growth territory. In November we noted that the impact of the second wave of COVID-19 and concomitant lockdowns would…

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20Nov

Three Things That Will Matter in 2021

With the election behind us and increased visibility of life after the pandemic, I’ve had time to reflect on the economy, the markets and the impact of responses to the economic shut down. Economists often get stuck in the theoretical or the academic reasons for market movements and economies cycles, often missing “the forest for…

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