99 posts categorized as "Podcasts"
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.
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
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
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
John Eckstein and Bryan Novak break down the latest payroll report.
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…
Fed Chairman, Jerome Powell, press conference summarized by Astor CIO, John Eckstein, and Research Associate, Nick Porter AIM-12/17/21-OP505
Are the employment numbers stronger than they seem? AIM-12/6/21-OP498
Astor CIO John Eckstein and Research Associate Nick Porter break down the latest price measures and the Fed’s options for addressing high inflation. AIM-11/19/21-OP493
Astor Weekly Economic Review – 84 – CEO, Rob Stein, and CIO, John Eckstein, break down Friday’s payroll number and how it will affect the Fed’s new plan for ending quantitative easing
1) Strong Jobs Report 2) Current State of Economy 3) Fed Ending Quantitative Easing AIM-11/10/21-OP485
1) Inflation #’s 2) Causes for Inflation 3) Possible Solutions for Inflation 4) Recent Academic Thinking around Inflation AIM-10/27/21-OP474
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
Astor Weekly Economic Review – Episode 81 – Astor Research Team Discusses the Spikes in Natural Gas and Other Commodity Markets
Covering global factors in commodity markets: strength of the world economy, strength of the U.S. Dollar. In depth conversation over the natural gas market: facing constraints due to increase in demand and decrease in supply from Russia. Factor in cold weather possibly occurring in Europe and it could cause trouble. Insights into the grain markets;…
Astor Weekly Economic Review – Episode 80 -The Astor Research Team Dives into the Fed’s Promise of Tightening
Growth is still strong and we should have seen the peak behind us and now we have these on-going questions about time constraints and price pressures in the economy. Fed is talking about tapering, reducing the pace in treasuries and agency securities. The indication of when this is going to happen is November – the…
This week- Astor CEO, Rob Stein, and CIO, John Eckstein make sense of the Employment Situation Report and it’s implications- the FED in particular. Rob Stein shares his thoughts on the Fed’s actions coming out of Jackson Hole Economic Symposium and answers John’s question, “Is the latest labor market news going to affect the Fed’s…