Commentary • Jul 5, 2019
Q2 Review and Outlook: Green Light or Yellow?
A solid first half helped the market shake off the drubbing it took at the end of last year. But the momentum ... By Jon Maier, Michelle Cluver, CFA
Latest Posts > Macroeconomic
Videos • May 31, 2019
Webinar Replay: Where to Find Second Half Opportunities
In this webinar, TPW's CIO and Co-Founder, Jay Pelosky, and Global X ETF's Jon Maier and Jay Jacobs discuss their outlook for ... By Jay Jacobs CFA, Jon Maier
Commentary • May 17, 2019
Low Inflation: Consumers See a Core Disconnect
Is the consumers' experience of inflation still below 2%? Tariffs have the potential to put upward pressure on consumer prices. By Jon Maier
Commentary • Apr 8, 2019
Q1 Review and Outlook: Is it calm or is a storm brewing?
What does a more accommodative Fed coupled with lower expected economic growth rates mean for markets? By Jon Maier, Michelle Cluver
Commentary • Mar 21, 2019
As the Brexit Turns
8 days to the deadline and no-deal may be back on the table. By Jon Maier
Commentary • Mar 18, 2019
Modern Monetary Theory: Diving into the Discussion
MMT has crept into the nation’s political and economic discourse. The theory challenges convention and highlights fundamental political divides. By Jon Maier
Commentary • Feb 13, 2019
Brexit: What to Make of It All
The United Kingdom’s complicated divorce from the European Union continues. The following summarizes where Brexit stands and potential political and economic ramifications. ... By Jon Maier, Michelle Cluver, CFA
Commentary • Jan 22, 2019
The Costs of the Government Shutdown
We may be in uncharted territory here, with no precedent for a shutdown measured in months and no party willing to negotiate. By Jon Maier, Michelle Cluver
Commentary • Jan 9, 2019
Q4 and FY 2018 Market Update
2018 started with market exuberance and ended in fear. In this report we look at what drove the market during Q4 and ... By Jon Maier, Michelle Cluver