Cornerstone Macro @csm_research
Cornerstone Macro has been acquired by Piper Sandler. Follow @Piper_Sandler for future updates. pipersandler.com/macroresearch New York, NY Joined February 2019-
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What an excellent way to kick-off a new partnership. Today, on Cornerstone Macro’s first official day with Piper Sandler, we hosted a client seminar with featured discussions from Stan Druckenmiller, Jason Furman, Don Kohn, Larry Lindsey and more. pipersandler.com/2col.aspx?id=2…
Nancy Lazar and team @csm_research out with an aggressive inflation forecast: headline moves down to one percent by year-end; core moves down through two percent. Goods deflation mainly drives the call (still looking for shelter inflation of around 5 percent).
"Tech as a sector has the most highly profitable companies of the 11 sectors" says Michael Kantrowitz. This is one reason he says we are heading into the business-cycle sweet spot for Tech stocks in 2022. @MichaelKantro @csm_research
How have research providers responded to post-pandemic for research quality & the ability to deliver it virtually? Join the discussion on our 4th #UnbundlingUncovered panel with @Liquidnet, @SingletrackEdge, @csm_research, @openexc, Citi Research 👉 lnkd.in/dVxaTWeA
IRS bank reporting proposal 'will end up getting dropped': Andy Perriere video.foxbusiness.com/v/627800790000… @MorningsMaria @FoxBusiness
Great chart from CSM Eco’s @JakeOubina highlighting the enormous gap between sticky and flexible inflation measures. This isn’t stagflation. #macro #inflation #stagflation #markets #economics #CPI
Piper Sandler Companies agrees to acquire Cornerstone Macro LLC @csm_research pipersandler.com/2col.aspx?id=2…
We are excited to announce that Piper Sandler agrees to acquire Cornerstone Macro. cornerstonemacro.com/wp-content/upl…
"High risk does not equal high reward" says Michael Kantrowitz of Cornerstone Macro. Names like $DIS, $CVX and $BA are on his list for stocks to avoid in Q4. @MichaelKantro @csm_research
Day 1 of @csm_research’s Macro Conference is in full swing! @CathieDWood and Sam Korus of @ARKInvest are on deck to discuss Space Technology 🚀🛰 following a markets discussion with Jack Woodruff of Candlestick Capital, Harry Schwefel of #Point72, @NancyRLazar1 and I. #macro
This chart argues the US #labormarket is the tightest…ever. (Chart: Cornerstone Macro @csm_research)
Great title on this chart @csm_research @Bloomberg
We’re hosting our annual Macro Conference next week. If you’re an institutional investor and want to learn more please email [email protected] @csm_research
The dollar is pressed for a pullback but there’s one shining opportunity overseas, says @CarterBWorth of @csm_research. The traders give their takes on $EEM
Join our Options team including @danny_kirsch at 4:30pm ET to discuss how they use options and their best ideas. To register contact [email protected]. #OptionsTrading #Options #markets
About to go live @EconClubNY to speak with @NancyRLazar1 of @csm_research: join us!
Seems like mkt hedging up quicking, Put/Call ratio spiking on this move lower (ties in with move higher in fixed strike vol)
Coca-Cola poised to pop? @CarterBWorth of @csm_research joined the team to break down the charts ahead of earnings next week. $KO
🧭 Navigating the semiconductor sector #MarketOnClose ⏩ @csm_research's Victor Cossel recaps this morning’s Taiwan Semiconductor $TSM earnings report and examines the space as a whole for the second half of the year: x.com/i/broadcasts/1…
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Big news for Cornerstone Macro, very well known for its Fed research.
We are excited to announce that Piper Sandler agrees to acquire Cornerstone Macro. cornerstonemacro.com/wp-content/upl…
Cornerstone Macro (@csm_research) shows the importance of including a “macro” firm like RBA. More than 70% of individual #stock performance is actually determined by #macro factors.
Our contention is that prices are indeed stickier than is being promoted by many. A good chart by @csm_research notes the different inflation outcomes
#Fed meeting preview. Will there be any guidance on the taper timeline? * No August meeting, but Jackson Hole is Aug 26-28 * #Powell's last comments on it were, "the bar to begin tapering is a ways off" @R_Perli of @csm_research lays out his view based on QE3 tapering below.
S&P 500 EPS estimates for 2022 at another new high of $214.66. Updated daily on the @csm_research Earnings Dashboard. #stocks #macro #earnings
Thank you for tuning in to today's discussion. We invite you to join us for our upcoming conversation with Nancy Lazar, Partner & Co-Founder of @csm_research.
I’ll be presenting at @Opal_Group’s Family Office & Private Wealth Management Forum next week. The discussion is for all investors, from asset allocators to stock pickers, and will focus on the risks and opportunities of “investing beyond reopening.” #macro #stocks @csm_research
We are only a few weeks away from hosting the Family Office & Private Wealth Management Forum! This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. To join us visit, bit.ly/3umErvW #wealthmanagement #investment
interesting $AMD and $NVDA take from @csm_research NOW
Catch me on CNBC’s Squawk Box tomorrow morning at 6:30am ET. So much to talk about! #economics #economy #GDP #unemployment #recovery #stimulus
So proud to have been named to Barron’s 100 Most Influential Women in U.S. Finance, for the 2nd year in a row. Big big thanks to my great CSM team! barrons.com/articles/the-1… #BarronsInfluentialWomen #Barrons #economics #economy @csm_research
Looking forward to talking with @MariaBartiromo on @MorningsMaria on @FoxBusiness just after 7:00 ET tomorrow. #economics #economy #gdp #unemployment #consumers #investment #stocks #gdp
We think the bottom is in for the trade-weighted dollar. China’s rates are falling, as their growth moderates. That means less oomph for EMs & commodity-countries/currencies. And Europe may double-dip. All are inflation headwinds. #economics #economy #dollar #china #euro
ISM’s svc employment index is back to its pre-outbreak range. And ADP showed 156k of the total 174k private sector jobs created in January were in services. Early evidence of vaccine-driven eco relief for hard-hit services? #economy #economics #ISM #PMI #unemployment #GDP
Look past the weak Covid lockdown-induced Dec/Jan jobs reports. The strong growth-driver sectors will hit new employment highs by June. And the vaccine rollout will support weak-sector jobs in 2H. #economics #economy #jobs #unemployment #GDP #recovery
#Industrials are the second worst performing sector to start 2021. @MichaelKantro of @csm_research is recommending an overweight based on strong #PMIs (manufacturing surveys) in 2021 & an improving earnings outlook. We agree & would look at recent weakness opportunistically.
E-commerce Digitized early (1990s) reaping productivity benefits before the rest of the economy. Today, their productivity is booming again, as the rest of the economy goes Digital. We look for economy-wide productivity to march higher. #economics #economy #GDP #productivity
"This year many investors are skeptical Democrats in Congress will raise taxes or pass legislation that would cut drug prices. That’s a bad bet, in our view." - @csm_research
For my Italian friends (or anyone who understands Italian). A clip from my interview yesterday with @classcnbc where I discuss the efficacy of #Fed options in case the situation deteriorates further (not a base case).
Bring on trillions ... should Biden’s plan be enacted, consumers, businesses & states/localities would see another massive influx of aid @TheEconomist @csm_research
Our Q1 2021 #MarketOutlook is out! Thanks to the #macro research providers that we leverage in our views @OxfordEconomics @bcaresearch @csm_research @StrategasRP. @emilyrroland & our team at @JH_Investments top #portfolio ideas below. #investing jhinvestments.com/content/dam/JH…
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