Cornerstone Macro

@csm_research

Institutional investors around the world turn to Cornerstone Macro for Economics, Policy, Strategy, Technicals, Energy, and Options research.

Vrijeme pridruživanja: veljača 2019.

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    How Macro Aware are you? Do you know the macro-sensitivities of the stocks, industries and in your portfolio? We have created an app that analyzes over 50 macro series to help investors better understand their portfolio’s macro risk.

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    Great piece by citing our work on the new taxes and spending proposed by the leading Democratic presidential candidates:

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    4. velj

    Indeed, the last couple of days, Fed repo operations have picked up, a bit. But overall, total cash injections have been roughly flat for a while. Fed has stopped incrementally supporting equities the past month and a half.

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    4. velj

    Trump approval hits personal best at 49%. Driven by pop in R and Ind. support. *But* part of the boost is compositional. Fixed weights that match earlier polling shows a more moderate yet sustained rise in approval.

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    4. velj

    bears should make "other bets" Nasdaq p/e 22x on $1400 GOOGL stock = ~$64; street coming down toward $68, downward revision yes but $68 > $64, so GOOGL is interesting on the pullback. Margin inflection upward = full bull, half bull GOOGL core margins up y/y

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  6. 4. velj

    Andy & think that appears to be the overall winner though & gained ground. 's fade helps at the margin. Investors believe that a Sanders nomination is positive for markets as it assures a Trump victory.

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    Chart Master is calling a top in Tesla. Could this $780 juggernaut really be about to stall out? Here's his breakdown.

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  8. 3. velj

    Today from our DC Policy team discussed the Democratic Primary on .

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    3. velj

    Investors are betting the volatility that has rattled markets over the past two weeks is here to stay.

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  10. 3. velj
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    With fear gripping the markets, Chart Master Carter Worth and say it's time to turn to one of the oldest protection plays in the book: Gold.

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  12. proslijedio/la je Tweet
    31. sij

    ⁦The Strategy and Economics teams are expecting a sharp rebound in the on Monday. ⁦⁦⁩, Emily Needell, and I recorded a video to walk through our rationale. Email info@cormacteam for more information. ⁦

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    31. sij

    A beginning-of-the-year judgment was that laggards & would play catch up to high flyers & . The days/weeks ahead will be telling w/ reporting Mon & APPLESOFT increasingly steep/uncorrected. We believe AMAZOOGLE is poised to pop.

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  14. 30. sij

    Both & think there’s a good chance the ISM beats consensus, citing strong regional PMI numbers and the breakout in the US Eco Surprise Index of Leading Indicators. Cyclicals should benefit, particularly industrials

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    30. sij

    Data that matter most to financial markets are improving. Keep a close eye on Bloomberg’s Economic Surprise Index Of **Leading Indicators**, it’s moving higher. When virus fears fade, a huge catch-up trade in is likely.

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    29. sij

    Nothing remarkable in the FOMC statement -- just a downgrade of the assessment of household spending from "strong" to "moderate." The press conference should be more interesting, with Powell expected to elaborate a bit on the balance sheet plans.

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  17. 29. sij
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    Highlight: “I think the Fed is on hold for the foreseeable future,” Deputy Chief Economist Aneta Markowska says. “I think there’s a small chance they rise the interest on excess reserves.”

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    28. sij

    Excited to join and on to discuss the STRONGEST CONSUMER FREE CASH FLOW in history and what it means for and . Free cash flow + savings + low energy costs = strong consumer! Tune in at 6:30am ET on

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  20. proslijedio/la je Tweet
    28. sij

    Powell will likely say tomorrow that the Fed will support the repo market as long as needed. But the need is diminishing: After year-end, the balance sheet has stalled and the Fed has just substituted permanent liquidity for temporary liquidity. Expect this to continue.

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