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Market Strategist
USA
+21 year(s) experience
Ryan provides analysis and research on market trends across asset classes, sectors, and regions to help empower better decisions for creating asset allocation strategies. His insight is disseminated through white papers, articles, training, and interviews with a target audience of financial advisors, portfolio managers, and investment analysts. As an industry leader, Ryan is often quoted in Reuters, CNBC, Bloomberg, MarketWatch.com, Yahoo! Finance, and the Wall Street Journal, while being a regular guest on TD Ameritrade Network, Yahoo! Finance, Bloomberg TV, Bloomberg Radio, and Chuck Jaffe’s Money Life podcast.
Zephyr Portfolio Analytics
All eyes will be on the release of the June Consumer Price index during the week ahead. The Federal Reserve and inflation have been and will continue to be the drivers of market behavior, so it is not surprising most will be watching the inflation reading. The Fed’s tone recently turned hawkish in part due to the pace of rising inflation. If inflation continues to rise higher with no signs of slowing in the near term, the Fed’s tone might become more hawkish.
Topic Industry News
Zephyr Portfolio Analytics
The holiday shortened week ahead is light on economic data but there are some releases worth monitoring such as the services PMIs and jobless claims. I will be focusing on job openings, as labor supply remains tight in many sectors as people continue to deal with childcare issues, pandemic concerns, and would rather stay home and collect relatively attractive unemployment benefits. Last month openings nearly equaled the number of unemployed, which I expect to continue to narrow. Additionally, I will have a keen eye on the FOMC meeting minutes as inflation and the Federal Reserve continue to drive markets.
Topic Industry News
Zephyr Portfolio Analytics
The week ahead includes speeches from top Federal Reserve officials as well as a slew of economic data releases including home price index, consumer confidence and manufacturing PMI readings. However, the highlight of the week will be the release of the June jobs report. The labor market has been improving recently as vaccinations ramp up and businesses continue to increase staffing to handle the increase in demand. However, obstacles such as, childcare issues, ongoing pandemic concerns, and juiced up unemployment benefits continue to keep workers on the sideline and will keep the unemployment rate relatively high. I will be paying close attention to wage growth, as it is a primary driver of inflation and whether higher inflation will be temporary or sticky.
Topic Industry News
Zephyr Portfolio Analytics
The Federal Reserve (Fed) and inflation are clearly in the crosshairs of investors moving forward after the Fed signaled that they may tighten monetary policies sooner than expected as inflation and the economy have recovered quicker than expected. During the week ahead we will get another look at the Fed’s preferred inflation gauge (core PCE) on Friday which will be widely watched.
Topic Industry News
Zephyr Portfolio Analytics
The highlight of the week ahead will be the Federal Reserve’s June meeting announcement and Fed Chairman Jerome Powell’s follow up press conference. Most will continue to focus on the Fed’s statement regarding rising inflation and any clues on when the central bank may begin to taper its asset purchases, so it doesn’t fall behind the curve. With manufactures struggling to find qualified labor and contending with higher input prices, I will also be watching the regional manufacturing indexes during the week ahead, which tend to be good indicators for the broader manufacturing sector.
Topic Industry News
Zephyr Portfolio Analytics
The upcoming week is jobs week with both the ADP employment and the nonfarm payroll reports for May being released. With inflation numbers spiking, all eyes now turn to the strength of the labor market which will contribute to the decision-making process of the Fed. I will be paying close attention to wage growth as employers struggle to fill jobs and may be forced to increase wages to attract workers, which will also contribute to higher inflation.
Topic Industry News
Zephyr Portfolio Analytics
The headline data release during the week ahead will be the release of the Federal Reserve’s (Fed) preferred inflation gauge, the personal consumption expenditure index (PCE). Markets were rattled following the latest CPI reading that showed prices are at their highest levels since 2008. However, the Fed remains steadfast that inflation is transitory, the question remains, will additional higher-than-expected inflation readings force the Fed to tighten policies sooner-than-expected?
Topic Industry News
Zephyr Portfolio Analytics
The housing market will be on full display during the week ahead as builders contend with soaring lumber prices and difficulties finding qualified workers. The housing data releases include builder confidence, building permits, housing starts, and existing home sales. In addition to the housing market data, I will be focusing on the release of the preliminary manufacturing PMIs. The manufacturing sector has been strong, but supply chain bottlenecks, higher input prices, and shortage of workers threatens to slow the recovery. Finally, the release of the FOMC meeting minutes will be widely read as investors look for any hints regarding the Fed’s thoughts on inflation and the status of its current monetary policies.
Topic Industry News
Zephyr Portfolio Analytics
The headline release during the week ahead will be April’s consumer price index. Inflation is a hot topic on Wall Street and rightfully so. Inflation jumped to 2.6% in March and expectations are for inflation to remain elevated in the near term. The question remains, will higher inflation force the hand of the Federal Reserve to tighten their policies despite recent softness in the labor market? As for earnings, I will be interested to hear how car manufactures, Honda and Toyota have handled the shortage of semiconductors while the market for cars remains strong. Finally, Disney will be a widely watched as their theme parks reopen and streaming services remain popular.
Topic Industry News
Zephyr Portfolio Analytics
What the week ahead lacks in big-name earnings releases, it makes up for it in quantity, as it’s one of the busiest weeks for earnings releases this cycle. As for economic data, all eyes will be in the April jobs report. The pace of the economic recovery has been strong, and the labor market has gained momentum recently as vaccinations increase and businesses get back to “normal”. However, juiced up unemployment benefits have kept jobseekers on the sidelines rather than looking for lower paying jobs which will keep unemployment numbers artificially high...
Topic Industry News
Zephyr Portfolio Analytics
The week ahead is jammed packed with economic data releases, earnings calls, and an FOMC meeting. In the latest CPI reading, headline year-over-year inflation jumped to 2.6%, which didn’t catch many off guard. During the week ahead we will get the March release of the Federal Reserve’s (Fed) preferred inflation measure, the personal consumption expenditure index (PCE). Most are expecting it to climb above the Fed’s target of 2%, however, the Fed continues to say the bout of higer inflation will be temporary. Speaking of the Fed, the FOMC will be holding its April meeting during the week ahead. Most expect the Fed to keep their current policies in check, but it will be the commentary and Chairman Powell’s follow-up press conference that will garner most of the attention. Furthermore, the week is loaded with high profile earnings releases from the heavy hitting tech darlings that carried markets last year to some of the biggest blue-chip names...
Topic Industry News
Zephyr Portfolio Analytics
The week ahead is light on economic data but heavy on blue chip earnings releases. As for economic data, I will be watching the March release of existing and new home sales as tight inventory continues to pressure the housing market. I will also be keeping close attention on the release of the flash PMIs to see if signs continue to point to robust manufacturing and services activity. As for earnings releases. Names like Netflix, IBM, and Intel are sure to capture headlines. However, I will be more focused on the earnings releases of the airlines like United, American, and Southwest. They were hit hard during the height of the pandemic, but economies have reopened and solid earnings and guidance from the airlines will be a good indicator for economic growth moving forward...
Topic Industry News
Zephyr Portfolio Analytics
The week ahead will be a busy week for economic data, but it also marks the beginning of the Q1 corporate earnings season. Inflation has been a highly anticipated economic data release during the past few months, and it will be again during the week ahead. Despite the growing angst and rising prices in pockets of the the economy, like producer prices, headline inflation has remained muted. We will see if some of the higher prices in segments of the economy start to trickle through to the broader headline inflation number when the CPI is released. Q1 earnings season kicks off with blue chip financials reporting during the week ahead. Investor enthusiasm and expectations are high, so it will be important for companies to release solid earnings and forward guidance...
Topic Industry News
Zephyr Portfolio Analytics
The manufacturing sector cannot catch a break, first it was a trade war, next came the pandemic, now it is dealing with broken supply chains that have thwarted production. During the week ahead we will get more insights on the manufacturing sector and the psyche of managers when the Markit PMI and ISM manufacturing surveys are released. Additionally, the March jobs report will be released on Friday and will be widely watched as vaccinations ramp up and business’ transition to “normal” operations. The belief is that we are a long ways from full employment, so a beat on the upside could surprise many...
Topic Industry News
Zephyr Portfolio Analytics
All eyes have been and will continue to be on the inflation front, which will be the headline data release during the week ahead. The Federal Reserve said they expect inflation (PCE) to rise temporarily to 2.4% by the end of this year while keeping their key short-term benchmark interest rates near zero. This has caused an increase in the fear that inflation will become more of an issue in the minds of investors, as Treasury yields continue to climb higher...
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