Podcasts about strategas research partners

Jason Trennert, CEO, Chief Investment Strategist, and Co-Founder of Strategas Research Partners, joins Wealthion's Andrew Brill to discuss the U.S. debt crisis, fiscal policy, inflation risks, and the Federal Reserve's challenges. With $36 trillion in national debt, surging interest payments, and inflation not fully gone, is America facing a fiscal reckoning? Trennert explains how short-term funding, monetary policy, and market trends are shaping the nation's financial future. Don't miss this expert take on what's next for the economy, housing, markets, and your wealth. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3Opi19K Chapters: 1:30 - The U.S. Economy Today: Growth, Risks, and Inflation 3:03 - Post-Election Markets: Earnings and Capex Outlook 5:07 - America's Debt Crisis: Short-Term Funding Risks 11:01 - Fiscal Reckoning: Can Spending Cuts Solve the Problem? 16:45 - Trump's Wall Street Treasury Secretary & The Fed's Role in Managing Inflation 23:13 - Inflation Disccusion and Real Impact: Strategas' Common Man CPI Explained 32:01 - 32:25 - Housing in Crisis: What's Driving Soaring Costs? 35:53 - Credit Cards and Trump Price Controls 38:49 - Market Return Expectations During Trump 2.0 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Economy #DebtCrisis #Inflation #FederalReserve #Markets #Investing #EconomicOutlook #FiscalPolicy #StockMarket #Housing Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert, Chairman & CEO of Strategas Research Partners, joins the program to talk about why this upcoming presidential election is so important when it comes to America's economy, and why Trump's financial plan is far and away the superior outline over Harris'. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chairman & CEO of Strategas Research Partners Jason Trennert calls in to debrief the fundraiser held for Donald Trump over the weekend at Mar-a-Lago, of which Trennert was an attendee. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chairman & CEO of Strategas Research Partners joins Sid to give an update on the country's finances. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. 0:00 Intro 1:06 Quite cautious on the markets/economy  2:40 Chances are good that you're going to get a recession  4:33 The magnificent seven  6:06 40% of the Russell 2000 has not had profits in the last 12 months  7:10 Inflation  9:00 Long way away from the Fed easing  10:25 Not buying stocks at reasonable prices right now  12:30 Opportunities, energy sector  15:30 Thoughts on AI   17:50 Themes  18:40 The end of globalization  22:11 Labor market  24:17 Hard or soft landing  26:00 Regional banks  27:48 Energy sector 32:50 Lobbying ETF (policy opportunities)  37:24 TINA  40:30 Fair value of S&P is probably between 3500-4100 42:00 Career in financial markets 

Chairman & CEO of Strategas Research Partners Jason Trennert joins Sid to talk about newfound data regarding the migrant crisis, the debt ceiling negotiations, and what Memorial Day means to him and his business. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Biden is set to hold a face-to-face meeting today with top congressional leaders to break the current debt limit deadlock. Strategas Research Partners' Dan Clifton weighs in on the situation. Plus, the latest report from the Federal Reserve suggests the recent regional banking turmoil may lead to a greater economic downturn than expected. Piper Sandler's Stephen Scouten discusses the impact. And, many strategists say there's plenty of upside for commodities in the coming months. Wells Fargo Investment Institute's John LaForge explains the bull market super-cycle.

In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions. Jason De Sena Trennert, Co-Founder and CEO of Strategas Research Partners, is an expert in the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. WEALTHTRACK episode 1928 broadcast on January 06, 2023 More info: https://wealthtrack.com/leading-investment-strategist-jason-trennert-identifies-four-macro-themes-shaping-his-portfolios/ --- Support this podcast: https://anchor.fm/wealthtrack/support

WEALTHTRACK will be focusing on the theme of "what a difference a year makes" in 2022 and 2023, as there have been major changes in the economy and markets, including an acceleration in inflation, rising interest rates, a withdrawal of monetary stimulus, and a shift from liquidity-driven speculation to risk aversion. Jason Trennert, a financial thought leader and CEO of Strategas Research Partners, a leading provider of economic, market, and policy research, and his team have become bearish on the market due to the rapid rise in inflation and the Federal Reserve's commitment to its anti-inflation policies. Trennert discusses the ongoing pressures on the economy and markets and why there may be more market pain ahead. WEALTHTRACK #1925 broadcast on December 16, 2022. More info: https://wealthtrack.com/leading-strategist-jason-trennert-is-uncharacteristically-bearish-he-explains-whats-changed/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Chairman & CEO of Strategas Research Partners Jason Trennert sits down with Sid to talk about those affected by the FTX fraud and inflation trends. Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation The recent inflation data has been negative, and individuals are feeling the pinch at the pump and the grocery store. Inflation has risen at a fairly fast pace, historically. Strategas Research Partners provided us with a chart, shown in this episode, that we think helps to show that even though the ride up has […] The post Trends first appeared on Fi Plan Partners.

Today Ryan Pallotta is talking with Daniel Clifton, Partner and Head of Strategy research at Strategas Research Partners.  With the mid-terms right around the corner, Daniel explains how he helps institutional investors make decisions as the political landscape shifts and policies change. He describes a model that Strategas employs for predicting the outcome of presidential elections and explains why this model has gotten just about every election right, including 2016. Daniel then talks about why he thinks the current environment is reminiscent of 1968, then indicators that will give us a better understanding of the depth and severity of the seemingly inevitable recession. Daniel leaves us with a slew of predictions concerning the mid-terms, the outcome of the 2024 presidential election, Jerome Powell continuing to chair the Fed, and an October surprise from Vladimir Putin.@DanCliftonStrathttps://twitter.com/dancliftonstrat/https://www.strategasrp.com/https://twitter.com/strategasrp/Download the Prometheus app: https://apps.apple.com/us/app/prometheus-invest-in-alts/id1555304910/https://www.instagram.com/prometheusalts/https://twitter.com/PrometheusAlts/https://www.linkedin.com/company/prometheusalts/

CNBC's Bob Pisani spoke with Bruce Lavine, CEO of NightShares, and Jason Trennert, Chairman and CEO of Strategas Research Partners, a Baird company. They delved into portfolio allocation tactics based on major macro themes – addressing the question of can we get a soft landing and avoid a recession? Plus, they discussed how to capture how to capture the so-called “night effect” – including what it is and why two new ETFs are looking to capitalize on this well-known phenomenon in after-hours trading. In the Markets ‘102' portion of the podcast, Bob continues the conversation with Jason Trennert from Strategas Research Partners.

The sell-off on Wall Street intensifying with the S&P 500 hitting a 1-year low. Neuberger Berman's Holly Newman Kroft, one of the top wealth advisors on Wall Street, explains how investors can diversify from stocks and bonds in this volatile environment. Jefferies' Brent Thill says tech investors should be sitting out the storm right now. Strategas Research Partners' Jason Trennert on why today's energy sell off may be creating a buying opportunity. Trivariate Research's Adam Parker explains why he's turning bearish on Utilities, which have been a relative safe haven this year. Plus, why he thinks semiconductor stocks are looking oversold. And Rockefeller International Chairman Ruchir Sharma explains why the era of investing in acronyms like FAANG may be over.

Larry Kudlow explains how Biden's energy policies are lining Putin's pockets. Former Senator (R-TX) and former US Ambassador to NATO Kay Bailey Hutchinson talks about the proliferation of nuclear weapons and the importance of energy independence. Former Senator (R-TX) Phil Gramm weighs in on economic actions the US can take against Russia, inflation, and China. Then, Dan Clifton of Strategas Research Partners talks about energy policy and the Russian economy. Later, Hightower Advisors' Stephanie Link and Laffer Tengler Investors' Nancy Tengler make sense of market contractions and uncertainties for the upcoming year. Last but not least, Liz Peek and Steve Moore call in to talk about the failures of the Biden Administration. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Clifton of Strategas Research Partners talks about energy policy and the Russian economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Trennert of Strategas Research Partners joins the show to talk about how to invest through geopolitical uncertainty, and the new realities of higher interest rates and persistent inflation. Plus, we unpack the sanctions levied against Russia, and how the SWIFT system works.

Jason Trennert of Strategas Research Partners joins the show to talk about how to invest through geopolitical uncertainty, and the new realities of higher interest rates and persistent inflation. Plus, we unpack the sanctions levied against Russia, and how the SWIFT system works. See acast.com/privacy for privacy and opt-out information.

Talk about a seismic shift! Inflation is back with a vengeance. Higher prices are being felt throughout the economy by consumers and businesses alike. The Consumer Price Index, the most widely followed measure of price moves at the retail level, has just experienced its biggest year-over-year increase since the early 1990s. Are these price increases transitory as the Federal Reserve would lead us to believe or are we in a new era of higher prices not seen since the late 1970s? This week's guest penned an editorial in The Wall Street Journal recently asking the question: “Does the Fed Have the Will to Fight Inflation?” He is Financial Thought Leader Jason De Sena Trennert, Co-Founder, Chairman, CEO, and Chief Investment Strategist of Strategas Research Partners, Trennert will address the investment and strategy implications of higher inflation. WEALTHTRACK #1817 broadcast on October 22, 2021 More info: https://wealthtrack.com/financial-thought-leader-jason-trennert-on-the-financial-risks-of-higher-inflation-interest-rates/ WSJ Editorial: https://www.wsj.com/articles/federal-reserve-inflation-reduce-monetary-policy-price-stability-11633291208 --- Support this podcast: https://anchor.fm/wealthtrack/support

Reading Barron's or the Wall Street Journal every week is a smart idea. You can enhance those smarts by keeping your eyes and ears open to what people in your everyday life have to say about the markets and economy. Today's guest, Jason Trennert, Chairman and CEO of Strategas Research Partners, discusses why investors should talk to their taxi driver, sales clerks, or even the bartender at their local watering hole to gather data points and pick up on themes that'll shape markets until the next crisis. Plus, Liz offers her take on specific ways in which you can incorporate the human element and simplify your investing strategy. For more, read Liz's weekly column every Thursday on SoFi's blog at https://www.sofi.com/blog/category/investment-strategy/ or follow her on Twitter @LizYoungStrat

Dan Clifton of Strategas Research Partners on the Larry Kudlow Show

Larry Kudlow joined by guests Dan Clifton of Strategas Research Partners &  Mark Mills, Senior Fellow at the Manhattan Institute.

Not so fast. Just like in 2016, the race for the White House is a lot closer than polls suggest. Courtney Rosenberger of Strategas Research Partners saw a closer race then and sees a few bright spots today in recent polling for Trump in key swing states. While it is Biden’s race to lose, the one thing we can count on is a few surprises come election night. What might those surprises and their market implications be? Tune into our conversation with Courtney to find out.   Want more?   Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com   Follow us on Twitter @HedgeD_Podcast   Visit us on the web at https://www.morgancreekfunds.com/global-equity-longshort-fund/

Dan Clifton, Head of Policy Research at Strategas Research Partners joins Moz to discuss the implications of the upcoming US election. Trump, Kamala Harris, China, postal voting and lobbying all come to the fore.

Norbert Ore, Senior Correspondent for Manufacturing Talk Radio, shares his report from Strategas Research Partners, a leading institutional broker-dealer focused on investment and sector strategy, macro-economics, policy research, and technical data, on the movement of supply chain numbers in a COVID-stricken economy, and what may come back before other manufacturing or non-manufacturing sectors.

How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis? In part II of our interview with financial thought leader, Jason Trennert, the Co-Founder, Managing Partner, and Chief Investment Strategist of leading macro research firm Strategas Research Partners he addresses the profound changes ahead. Trennert believes the COVID-19 experience and its economic aftermath will alter the behavior of countries, individuals, businesses, and investors for many years to come. He shares his assessment of the pandemic’s potential long-term winners and losers with us. If you missed his discussion last week, debating the merits of both the bullish and bearish case for the market and where he comes out. WEALTHTRACK Episode 1645 broadcast on May 08, 2020 More info: https://wealthtrack.com/covid-19-is-changing-economic-investment-behavior-in-profound-lasting-ways/ Leading investment strategist, Jason Trennert periodically sends out thoughtful and insightful thematic essays to his clients. He believes the pandemic and its economic consequences mean profound changes ahead for individuals, businesses, and investors. He was kind enough to share his viewpoints with us. FREEDOM IN A FRACTIONAL RESERVE SOCIETY I and II Long-Term Losers From the Pandemic: https://wealthtrack.com/wp-content/uploads/2020/05/TRENNERT-Pandemic-Losers.pdf Long-Term Winners From the Pandemic: https://wealthtrack.com/wp-content/uploads/2020/05/TRENNERT-Pandemic-Winners.pdf --- Support this podcast: https://anchor.fm/wealthtrack/support

This week’s guest was concerned about high market valuations before the global pandemic hit and was recommending clients raise some cash. It’s a call he and his team have reiterated since. He is Jason Trennert, Co-Founder, Managing Partner and Chief Investment Strategist of Strategas Research Partners, Trennert and his team have been busier than ever assessing the macro effects of the pandemic shutdown including policy, the public, and private sectors of the economy and the markets. In a recent report to clients, Trennert laid out the main arguments in the bull vs. bear debate and where he and his team stand now. As he put it, “In times of acute stress in the markets, I find myself doing less modeling and more thinking.” We asked him to share his investment thoughts. WEALTHTRACK #1644 broadcast on May 01, 2020 More info: https://wealthtrack.com/leading-investment-strategist-jason-trennert-lays-out-the-bullish-vs-bearish-cases-mid-shutdown/ --- Support this podcast: https://anchor.fm/wealthtrack/support

In these trying times, every day matters for our health and for the health of our economy. Wes speaks with Don Rissmiller about the current runway the economy faces with the Great Economic Pause and the CARES Act stimulus package. They discuss when we realistically need to begin the re-start of the nation to avoid facing even greater economic pain.

Fears of a coronavirus induced hit to the global economy and corporate earnings drove stock markets into official correction territory today. It takes a 10% decline from the previous high to meet that definition and the Dow, S&P 500 and NASDAQ all exceeded that standard today after relentless selling this week. For institutional investors, who are frequently judged on quarterly performance the safest course of action from a short-term performance standpoint is to sell first and ask questions later. Individuals are under no such pressure. As frequent WEALTHTRACK guests and The Wall Street Journal’s “The Intelligent Investor” columnist Jason Zweig wrote this week, “The Pros Have to Sell Stocks Now. You Don’t.” The article gives very compelling reasons why. How damaging will the coronavirus prove to be to business? In a WEALTHTRACK podcast, Nicholas Bohnsack, co-founder, and partner of top-rated macro research firm Strategas Research Partners assesses the evidence so far and why he and his team believe there are reasons for optimism longer term. WEALTHTRACK #1635 published on February 28, 2020 The Pros Have to Sell Stocks Now. You Don’t.: https://www.wsj.com/articles/the-pros-have-to-sell-stocks-now-you-dont-11582722004? More info: https://wealthtrack.com/coronavirus-the-markets/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Episode #397. Have Central Banks exhausted their ability to engender growth? Is there an alternative to equities? Will there be a US-China trade deal? In this episode, Jason DeSena Trennert, chairman and chief executive officer of Strategas Research Partners and one of Wall Street’s thought leaders on the subject of markets and economic policy, discusses these questions and much more.

Manufacturing is soft globally. Some countries are struggling more than others. Get more insight during this interview with Norbert Ore, Director of Industry Surveys for Strategas Research Partners and Senior Correspondent on Manufacturing Talk Radio. For more visit mfgtalkradio.com

As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means. WEALTHTRACK #1620 broadcast on November 15, 2019. More info: https://wealthtrack.com/recession-bear-market-risks-with-financial-thought-leader-jason-trennert/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Norbert Ore, Director of Industry Surveys with Strategas Research Partners, and Senior Correspondent with Manufacturing Talk Radio, discusses the latest Global PMI Survey trends with hosts Lew Weiss and Tim Grady that are showing short-term softening. For more visit mfgtalkradio.com

Global manufacturing is in a slump. Will it result in the end to the longest economic boom in America’s history, or several months of sub-par GDP growth where manufacturing hunkers down and waits for the tea leaves to reveal the future? Join hosts Lew Weiss and Tim Grady as they query Norbert Ore, Director of Industry surveys for Strategas Research Partners, who follows 18 Purchasing Manager’s Indexes around the world and several regional U.S. PMI reports to show where the economies of our international trading partners appear to be headed. Don’t be fooled by the mainstream media that loves the drama of negative news – get the facts on Manufacturing Talk Radio.

Norbert Ore, Director of Industry Surveys with Strategas Research Partners, and a Senior Correspondent with Manufacturing Talk Radio, discusses the Strategas Global Survey Insights report of Purchasing Managers Indexes for markets is Europe, Asia, and South America, as well as general economic conditions in the U.S.

Norbert Ore, Director of Industry Surveys for Strategas Research Partners, and Senior Correspondent with Manufacturing Talk Radio talks with hosts Lew Weiss and Tim Grady in an in-depth discussion of the Purchasing Manager's Index for June 2019, and the scattergram showing the movement of the indices of 18 countries, including the U.S. and some of its regional PMI's. For more visit mfgtalkradio.com

Join this lively discussion between Norbert Ore, Director of Industry Surveys for Strategas Research Partners and Tim Grady, show host, as they explore the Purchasing Manager’s Index numbers from major economies around the world, and touch on other related subjects to the state of the world economy and the U.S. Fpr mopre visit mfgtalkradio.com

Short term interests remain steady. The Federal Reserve decided to keep its benchmark federal funds rate at the same 2-1/4 to 2-1/2 percent range it had since January when it put its previous series of rate hikes on hold. Two percent is of course the Fed’s target rate for inflation. Fed Chair Jerome Powell described the Fed’s view of price weakness as “transient” but said if it continued it would be “something we would be concerned about.” As far as the stock market is concerned growth is back in a big way and it continues to outdistance value. Tech is providing the leadership. According to Strategas Research Partners the S&P 500 technology sector has risen 27% so far this year versus the market’s 17.5% gain. And the famous FANGs are part of that tech dominance. Last year’s fourth quarter rout had decimated shares of the extended FAANG family. Facebook, Amazon, Apple, Netflix and Google parent Alphabet all suffered significant declines. They have made up for much of that lost ground this year. FAANG stock fever seems to be increasing globally as well. Owning the tech giant group was considered to be the second most crowded trade, i.e. most popular, in the financial markets along with their Chinese equivalents, known as the BATS: Baidu, Alibaba and Tencent. Of note, shorting European stocks was voted the most crowded trade. The FAANGS will continue to flourish, even in a late cycle market says market-beating portfolio manager Howard Ward who owns them in his GAMCO Growth Fund. WEALTHTRACK #1546 broadcast on May 03, 2019. --- Support this podcast: https://anchor.fm/wealthtrack/support

Norbert Ore, Director of Industry Surveys for Strategas Research Partners, and Senior Correspondent with Manufacturing Talk Radio, joins hosts Lew Weiss and Tim Grady to discuss the Purchasing Manager’s Index reports around the globe and across the U.S.

Don Rissmiller, Strategas Research Partners, thinks the Fed should increase clarity on housing and inflation expectations. Kona Haque, ED&F MAN Head of Commodities Research, says the trade story will drive commodities' sentiment in 2019. Marvin Barth, Barclays Head of FX & EM Macro Strategy Research, says President Trump has realized it is a mistake to undermine people's confidence in institutions. Mark McCormick, TD Securities Head of FX Strategy North America, thinks reserve currencies will strengthen again next year. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Don Rissmiller, Strategas Research Partners, thinks the Fed should increase clarity on housing and inflation expectations. Kona Haque, ED&F MAN Head of Commodities Research, says the trade story will drive commodities' sentiment in 2019. Marvin Barth, Barclays Head of FX & EM Macro Strategy Research, says President Trump has realized it is a mistake to undermine people's confidence in institutions. Mark McCormick, TD Securities Head of FX Strategy North America, thinks reserve currencies will strengthen again next year.

Norbert Ore, Director of Industry Surveys for Strategas Research Partners, and Senior Correspondent with Manufacturing Talk Radio, joins hosts Lew Weiss and Tim Grady to discuss the Purchasing Manager’s Index reports around the globe and across the U.S.   For more visit mfgtalkradio.com

Norbert Ore, Director and Head of Industry Surveys for Strategas Research Partners who returns to provide comparative commentary on 18 Purchasing Managers Index reports that are compiled worldwide. For more episodes visit MFGTALKRADIO.COM

Norbert Ore, Director and Head of Industry Surveys for Strategas Research Partners who returns to provide comparative commentary on 18 Purchasing Managers Index reports that are compiled worldwide. Find out how, and why, they’re performing as they are.

Norbert Ore, Director of Industry Surveys for Strategas Research Partners, and Senior Correspondent with Manufacturing Talk Radio, joins hosts Lew Weiss and Tim Grady to discuss the Purchasing Manager's Index reports around the globe and across the U.S. Expansion has weakened a bit and this may be the early indication that the Trump Tariffs are hurting all economies. Tune in to mfgtalkradio.com learn more.

FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.

Norbert Ore, Director of Industry Survey for Strategas Research Partners and an MBC contributor, discusses some of the 18 manufacturing industry surveys he follows around the world, as well as some always interesting regional surveys in the U.S.  Listen in as hosts Lew Weiss and Tim Grady get in-depth information on the ebb and flow of manufacturing information that provides crystal ball insight into the next few months of business activity.

Lew Weiss and Tim Grady as they interview Norbert Ore, Director of Industry Surveys for Strategas Research Partners. Economic indicators are all moving in a positive direction and there is even a remote possibility that the U.S. could see a 4.0 GDP at least in one quarter of 2018, especially as our trading partners around the world experience their own manufacturing renaissance.

Mohamed El-Erian, chief economic adviser at Allianz and a columnist at Bloomberg View, talks about the future of the Federal Reserve. Prior to that, Chris Verrone, who heads technical analysis at Strategas Research Partners, says market trends can influence seasonality. Jeff Sprague, founder of Vertical Research Partners, says GE's cash flow was better for the second quarter, but the company has a big hill to climb to get to the full-year target. Finally, Bloomberg View's Tim O'Brien says people need to care about issues related to Russian sanctions. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mohamed El-Erian, chief economic adviser at Allianz and a columnist at Bloomberg View, talks about the future of the Federal Reserve. Prior to that, Chris Verrone, who heads technical analysis at Strategas Research Partners, says market trends can influence seasonality. Jeff Sprague, founder of Vertical Research Partners, says GE's cash flow was better for the second quarter, but the company has a big hill to climb to get to the full-year target. Finally, Bloomberg View's Tim O'Brien says people need to care about issues related to Russian sanctions.

Adam and Tom speak with Dan Clifton, the Director & Head of Policy Research, Strategas Research Partners.   Find out more at https://bullseyebrief.com https://sevensreport.com   This episode was produced by Rob Schulte https://robkschulte.com  

PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less informational advantage in recent years. John Kernan, a consumer research analyst at Cowen & Co., says things are going to get ugly in retail. Finally, Drew Matus, UBS' deputy chief U.S. economist, says he is anticipating an unchanged unemployment rate on jobs day. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Does the Santa Claus rally have legs? Adam and Tom talk with Chris Verrone of Strategas Research Partners about December being the strongest month of the year, the holiday retail trade, bond regime change and more! Contact: Adam at http://bullseyebrief.com Tom at http://sevensreport.com This episode was produced by Rob Schulte http://robkschulte.com  

Howard Davidowitz, Davidowitz & Associates' chairman, says we will see more brick and mortar stores close as online sales grow. Then, Jerry Storch, CEO of Hudson's Bay, says that while 85 to 90 percent of sales are taking place in a brick and mortar store, more of the growth is taking place online. Finally, Don Rissmiller, Strategas Research Partners' chief economist, says the biggest thing he's worried about is rising tensions with China over trade. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and David Gura talk to former the Federal Reserve Chairman Alan Greenspan, who says that Fed forecasts are no better than those of a good economist. Prior to that, RBC Capital Markets' Jonathan Golub says fiscal policy attempts to move something that is unmovable while Carl Weinberg, High Frequency Economics' chief economist, says the Fed is tightening in December no matter who wins the election. Then, James Stavridis, dean of The Fletcher School at Tufts University, says if Hillary Clinton wins, she will unlikely be different from President Obama. Finally, Dan Clifton, Strategas Research Partners' head of policy research, says Hillary Clinton has suggested she's going to try to be bipartisan early on in the administration if she wins. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the anniversary of the financial crisis with Strategas Research Partners' Jason Trennert; the dollar with HSBC's Daragh Maher; and inflation with Prudential's Greg Peters. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss global politics with Eurasia Group's Ian Bremmer; Italian banks with Hermes Fund Management's Filippo Alloatti; and Hillary Clinton's email scandal with Strategas Research Partners' Dan Clifton. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We open with Norbert Ore, Director and Head of Industry Surveys for Strategas Research Partners who returns to provide comparative commentary on 18 Purchasing Managers Index reports that are compiled worldwide. Find out how, and why, they’re performing as they are. Then at 1:30, we will be discussing the The Automated Commercial Environment (ACE) with Celeste Catano, Sr. Global Strategist at Kewill and Amy Magnus, Director of Customs Affairs & Compliance at Deringer. The new program will have a dramatic impact on the way manufacturers export and import their goods. Find out everything you’ll need to know about this new platform and how/if it will affect your business.

What’s on the horizon for manufacturing? Join us as we unpack the latest Global Business Surveys with Norbert Ore, Director and Head of Industry Surveys for Strategas Research Partners and the former Chair of the Institute of Supply Management’s Manufacturing Business Survey Committee. And what about the radical changes taking place within the industry’s markets, processes and technologies, supply and distribution channels , and the workforce that keeps it all humming? Stephen Gold, President and CEO of Manufacturers Alliance for Productivity and Innovation (MAPI) is with us to discuss the key trends driving the 21st century’s manufacturing revolution.

Norbert Orr, Director and Head of Industry Surveys for Strategas Research Partners and the former Chair of the Institute of Supply Management’s Manufacturing Business Survey Committee joins us to provide comparative commentary on 18 Purchasing Managers Index reports that are compiled worldwide. Find out how and why they’re performing as they are.

Tuesday, Sept 15, 2015 1:00-2:00pm ET – Join Christian Koestler, Vice President of Operations for STIHL, Inc., and Michael Daly, Director of Operations for Hypertherm, as they discuss lean manufacturing and eliminating waste and overburdened systems from your manufacturing processes with hosts Tim Grady and Lew Weiss.  Then stay on as Norbert Orr, Director and Head of Industry Surveys for Strategas Research Partners and the former Chair of the Institute of Supply Managment’s Manufacturing Business Survey Committee provides comparative commentary on 18 Purchasing Managers Index reports that are compiled worldwide and find out how and why they’re performing as they are.

Media AppearancesRecently, I had the privilege of appearing on two excellent radio programs: Bloomberg radio's popular program, "Taking Stock with Pimm Fox and Carol Massar" and "On The Money" with Steve Pomeranz, CFP, and an Internet based video interview - FT.com's Authers' Note (see previous posting below). The interviews centered on what you might think they would: the markets and the economy, with a sprinkling of geo politics and market structure issues.Here are the links to each of them:* With yours truly* With Don Rissmiller  (Chief Economist, Strategas Research Partners)* With yours truly, againUpcoming EventsMy early 2014 events calendar is, as you will note below, fairly full. Most of the events are Market Forecast ones. If you are in the neighborhood, you may want to consider attending. Here are the events (links provided where available):January 9 - New York Society of Security Analysts  featuring Rich Bernstein, Liz Ann Sonders, Phil Orlando, CFA, Sam Stovall, Dan Clifton, Joe Kalish with special interviewer Pimm Fox and a special presentation from Matt Orsagh, CFA January 15 - CFA Society South Florida (Boca Raton)  featuring Ed Clissold, CFA, Glenn Reynolds, CFAJanuary 16 - CFA Society Louisiana (New Orleans)  featuring Don Rissmiller, Glenn Reynolds, CFA January 26 - 29 - Inside ETFs conference(Hollywood, FL)  My segment is Tuesday, January 28 @ 4 PM eastern.February 4 - CFA Society Phoenix  featuring Heidi Richardson, Jeffrey Sherman, Shane ShepherdFebruary 5 - CFA Society Tucson  featuring Don Rissmiller, Peter J. Petas, Jeffrey Sherman February 11 - CFA Society Tampa Bay  featuring Jeffrey Saut, Glenn Reynolds, CFA, Tom Tzitzouris February 13 - CFA Society Jacksonville  featuring Glenn Reynolds, CFA, Tom Tzitzouris