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Superior Macro Research.

Cornerstone Macro empowers our investors with focused, best-in-class macro research. Our top-ranked analysts utilize independent processes that provide impartial insights into critical research areas:

  • Economics
  • Policy
  • Technical Analysis

 

  • Portfolio Strategy
  • Energy/ESG
  • Options & Trading Commentary
  • Economics
  • Policy
  • Technical Analysis
  • Strategy
  • Energy/ESG
  • Options & Trading Commentary

Founded in 2013, our analysts produce market sensitive reports on economic trends, policy actions, and political developments. We are committed to delivering exceptional service and most of our analysts have achieved a top ranking from Institutional Investor’s All-American Research Team for much of the past decade. Our offices in New York City and Washington, D.C. proudly serve clients across the globe.

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Latest Tweets 

Attaboy, Adobe! @CarterBWorth and @Michael_Khouw check in on a successful trade... and lay out another just like it. $ADBE $AMZN

1/8 This is a thread about whether Fed policy is really as easy and dovish as it seems and as the Fed intends it to be.

I would argue it is not, and not because the Fed doesn't want it to be, but because markets are skeptical of the new Fed's framework, as the chart shows.

Jan & Tom are seeing more bullish demand signals with crude prices at post-pandemic highs and widening backwardation. They think global oil demand growth accelerates and should expand by 5.1 mb/d in June through August (compared to March +1.6 mb/d to 96 mb/d). #oil #demand #crude

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