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

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; pattern this year of pretty strong prices into the summer and coming off the boil, recently, as the year end supply either stabilizes or doesn’t get worse. Finishing on John Eckstein discussing the cattle and hog markets in 2020, 2021, and going into 2022.

 

AIM-10/1/21-OP457

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 chair seems to think that we would be done with tapering by June.

 

AIM-9/27/21-OP455

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 behavior?”

Astor Chief Investment Officer John Eckstein and Nick Porter wade into the numbers of the economic rebound and the pace to return to pre-pandemic levels. The road back seems to be a long one, but they explore where encouraging signs can be found.

Astor CIO John Eckstein and Nick Porter eyeball the latest numbers from from labor, housing and industry. Is the economy still booming or did June produce a swoon that will affect the outcomes moving forward?

AIM-8/2/21-OP429

This week Astor CIO John Eckstein and Nick Porter translate the latest numbers and how they are impacting the American economy’s comeback  from the COVID-19 pandemic’s setbacks. The real question: Why isn’t the rebound as robust as hoped for or expected?

Approved with code AIM-7/26/21-OP417

 

With inflation on the rise, constraints on the labor force and the supply chain are the focus of this week’s podcast episode. Astor CIO John Eckstein and Nick Porter delve deep into the numbers and discuss if these are trends or just a blip on the radar.

AIM-7/15/21-OP403

 

 

Astor Investment Management CEO Rob Stein and CIO John Eckstein delve into the latest payroll and jobs numbers as the U.S. economy continues to pull itself out of the pandemic slowdown.

AIM-7/6/21-OP397

Astor’s CIO John Eckstein and Nick Porter break down the latest on interest rates from The Fed and dive into the retails sales numbers that aren’t nearly what was expected.

AIM-6/23/21-OP388