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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
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...
Topic Industry News
Zephyr Portfolio Analytics
After riling markets last week due to not providing enough specifics around Federal Reserve (Fed) actions to curtail a spike in Treasury yields, Fed Chairman Powell has a chance to calm markets during the week ahead. Next week’s FOMC meeting will be the primary focus for investors following Powell’s statements last week that left investors wanting more details. Investors will be focused on any signs that the Fed may signal earlier-than expected rate hikes as yields rise and expectations for a strong economic recovery grow...
Topic Industry News
EPFR - fund flow & allocations data
Historically, equity investors were placed in one of two camps, a value or growth investor. Over the years, the types of equity investment styles have increased, to now include strategies such as, factor and environmental, social, and corporate-governance (ESG) investing. With momentum driven by investors, who are more willing to invest in their beliefs and values, Wall Street firms are critiquing companies based on their sustainability factors or ESG standards. There is a growing belief that environmentally conscious companies that manage their internal and external relationships well and maintain strong corporate governance will experience sustainable growth into the future...
Topic Industry News
Zephyr Portfolio Analytics
There is no doubt that ESG investing is good morally, but implementing ESG into your client portfolios comes with a new set of challenges advisors need to prepare for as it continues to trend in both headlines and investing. In 2020, investors put a record of $27.4 billion into U.S.-traded ETFs focused on ESG practices, essentially doubling the size of the sector. As an advisor, what should you watch out for and how can you prepare as ESG grows in demand—and as you are asked to align client investments with their values?
Topic Industry News
Zephyr Portfolio Analytics
Inflation expectations have been on the rise, evidenced by the steep climb in 10-year Treasury yields. We have also seen an increase in input prices during recent economic data releases. During the week ahead we will find out if investor concerns over rising inflation is warranted as the Consumer Price Index is released on Wednesday...
Topic Industry News
Zephyr Portfolio Analytics
The Federal Reserve (Fed) continues to stand by its accommodative policies by stressing that the labor market remains well below pre-pandemic levels with some 10 million people remaining jobless. The February jobs report will be released on Friday and it will be widely watched as it remains the weakest part of the U.S. economy and one of the primary drivers behind the dovish Fed. Will a stronger than expected report push Treasury yields higher, while placing additional pressure on stocks due to concerns that inflation will be here sooner than expected and force the Fed’s hand? Or will we continue to see a labor market that is well below its natural levels?
Topic Industry News
Zephyr Portfolio Analytics
The headline economic release during the holiday shortened week will be the January retail sales report. Consumer spending is the primary driver of economic growth, so retail sales is a very important indicator of economic and consumer health, and one that has experienced large swings since the pandemic started. We have entered the later stages of the Q4 earnings seasons, but there remains some big names yet to release. WalMart releases earnings as does Deere & Company which tends to be a good proxy for economic growth...
Topic Industry News
Zephyr Portfolio Analytics
The headline economic data release during the upcoming week will be the consumer price index (CPI). Inflation is in the crosshairs of many investment professionals as the Fed continues to reiterate its accommodative policy while the likelihood for additional fiscal stimulus grows. Furthermore, the reopening of the economy and pent-up demand may also boost inflation. Policy makers are walking a fine line as they must be careful that their policies do not accelerate inflation to a point where it’s hard to rein it in. It is another busy week for blue chip earnings releases lead by Walt Disney, Cisco Systems, CocaCola, and Pepsico...
Topic Industry News
Zephyr Portfolio Analytics
The headline event for the week ahead will be the January jobs report released on Friday. The momentum in the labor market came to a halt during the later stages of 2020 following a strong rebound during the summer and fall months. People will be watching the January report as vaccinations are being rolled out, but the number of cases continued to climb. The Q4 earnings season has started off strong, with another busy week ahead. The highlights will come from two of the most popular names for investors - Amazon.com and Alphabet...
Topic Industry News
