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VP, Product and Market Strategist
USA
+20 year(s) experience
Ryan’s main areas of work include capital market research along with educating buy-side participants on investment analytics and portfolio management concepts. His insight is disseminated through white papers, articles, training, and interviews with a target audience of financial advisors, portfolio managers, and investment analysts. Ryan’s articles can be commonly found in WealthManagement.com, ThinkAdvisor.com, and FinancialAdvisorIQ.com. Ryan has been a guest on the MoneyLife podcast with Chuck Jaffe and has been quoted in leading industry publications.
Ryan also authors insightful blogs and research papers. Before joining Informa Investment Solutions in 2012, he spent over a decade in the investment management industry holding positions as an Investment Associate while overseeing more than $1 billion in assets. Ryan holds a BS in Business Computer Information Systems from St Cloud State University.
PSN Enterprise - Separate Account Analytics Software, Zephyr...
Without a doubt, the headline release for the week ahead is the jobs report. The last two jobs reports have been a rollercoaster with the April report showing a historic jump in the number of unemployed and a historic spike in the unemployment rate. However, the May report was staggering, but in the opposite direction, as a record amount of people went back to work. The June release is sure to capture the attention of many as businesses begin to reopen their doors following the COVID-19 lockdown. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
Recent economic data has surprised many on the upside and may be a signal that the worst is behind us. The week ahead will provide us with additional significant data points to either support the growing optimism or may set us back on our outlook for the economic rebound. Data releases that I will have a close eye on include the flash PMI readings as well as consumer sentiment, which may signal their willingness to spend and help support the economic rebound. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Enterprise - Separate Account Analytics Software, Zephyr...
Investors have turned their sights back onto the COVID-19 curve and the number new cases, which has driven markets this past week. That trend will continue this week, as more and more businesses and economies begin to reopen. As for economic data, the week ahead is heavy on housing data, which will be an intriguing follow considering the low interest rates, but has the pandemic slowed the pace of permits and housing starts? Additionally, regional manufacturing data will be released which will provide some insight on the overall health of manufacturing on a national level. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Enterprise - Separate Account Analytics Software, Zephyr...
With investor sentiment turning positive during the current risk on environment the week ahead will let us know if consumer sentiment has followed suit. Additionally, the FOMC will hold their June meeting and Chairman Jerome Powell will conduct his follow up press conference which is sure to capture a lot of attention to see if the Fed will include more stimulus packages and what their views are of the economy moving forward. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
During the upcoming holiday shortened trading week we will get our second glimpse of first quarter GDP growth, which currently sits at -4.78%. Additionally, we will see if the recent market rally and the reopening of economies has positively impacted consumer sentiment. Finally, the Federal Reserve’s preferred inflation gauge, personal consumption expenditure measure, will be released on Friday, which will provide us with more data regarding the impact low gas prices and shrinking consumer demand has had on prices. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
The housing sector will be front and center next week as we find out how the sector is coping with the shelter-in-place dynamics. Additionally, we will get the initial (flash) PMI readings on the manufacturing and services sectors. During past recessions, the services sector fared better than the manufacturing sector. However, that looks to change during this recession, as the shelter-in-place mandate has crippled services-oriented businesses such as restaurants, travel, and tourism more so than manufactures who are producing goods that are still needed for everyday life. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Separately Managed Accounts (SMA) Data, PSN Enterprise -...
The first quarter, which included record equity highs, a bear market, record low Treasury yields, record daily market swings, extreme volatility, and unprecedented monetary and fiscal policies will be a quarter we will not forget and will be used as a historical reference point moving forward. The culprit of all the global economic and market distress was the fast spreading COVID-19 illness.
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
Based on the stellar April equity returns most investors have decided to look past the very poor first quarter earnings and the historically bad economic data and look forward to when earnings and the economy may rebound. Despite focusing on the future and a potential rebound, the week ahead contains some significant releases. We will find out what impact the historic decrease in oil prices, and demand for services and products has had on inflation. Meanwhile, the historic drop in consumer spending is sure to impact retail sales, which will be announced this week. Finally, consumer sentiment has plummeted recently along with economic activity, however, will the recent flattening of the COVID-19 curve and equity rally improve sentiment amongst consumers? Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Enterprise - Separate Account Analytics Software, Zephyr...
With unemployment claims spiking above 30 million over the past six weeks, the resulting unemployment rate is sure to spike from its current 4.4%, the question is, how high will the unemployment rate climb? We will get the initial answer this week when the April jobs report is released which is surely to be one of the more widely watched data releases in history. The week ahead is also one of the busiest of the earnings cycle, while The Walt Disney Company, Activision Blizzard, and Electronic Arts will be widely watched to see how they have fared during the “lockdown”. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Enterprise - Separate Account Analytics Software, Zephyr...
The week ahead is a busy one for economic data and earnings announcements. We will get our first glimpse of the Q1 GDP, which is sure to be soft considering the “lockdown” began mid quarter. Additionally, we will find out how much the low oil prices and the lack of consumer demand affected inflation in March. Finally, the week is full of big-name earnings releases including AMD, Alphabet, Caterpillar, Microsoft, Facebook, Apple, and Amazon that are sure to be closely watch, particularly if any of them decide to provide forward guidance. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
The week ahead includes some blue-chip earnings releases and important economic data. Earnings from major airline carriers will take center stage during the upcoming week. With COVID-19 wreaking havoc on the travel industry and nearly halting air travel, the upcoming earnings releases by some of the biggest airlines in the industry will be widely watched. With consumers on lockdown their entertainment and shopping options have become limited, which will make the earnings releases of Amazon.com and Netflix an important follow. Finally, we will get our initial glimpse at the important PMI readings for April, which are sure to be poor. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
Financials kick off what should be a very interesting earnings season during the upcoming week. The first half of the quarter saw solid economic growth, a historically tight labor market, and a strong consumer; however, the second half of the quarter was very, shall we say, obverse. I think more important than the reported first quarter earnings will be the amount of guidance downgrades for the remainder of 2020 due to the great uncertainty moving forward. Earnings forecasts have been declining and it will be interesting to hear what the corporations are expecting moving forward and how they are handling the COVID-19 crisis. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Enterprise - Separate Account Analytics Software, Zephyr...
Another week, another eye-opening initial jobless claims number. The question is, will the week ahead continue the trend? It is hard to imagine claims rising above this weeks 6.6 million and the 10 million over the past two weeks. However, it will not surprise me if the upcoming claims number does eclipse 6.6 million. Expectations are for inflation to increase in the future; however, I believe in the near-term inflation will remain muted and even fall slightly as spending has decreased. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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PSN Enterprise - Separate Account Analytics Software, Zephyr...
This week provided us with the first jaw-dropping release of economic data in the form of the historic jobless claims number and the Markit services flash PMI. Brace yourself for more of the same during the upcoming week as the coronavirus is sure to wreak havoc on the jobs report, jobless claims, PMIs, and ISM prints. Expectations or for historically bad prints on the upcoming data releases, however, it will be interesting how markets react considering equities rallied despite a historically bad jobless claims number this week. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
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