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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 

Growth stocks across multiple sectors are underperforming according to @MichaelKantro, Chief Investment Strategist at @csm_research. He says look for companies raising their earnings estimates for 2022.. and many are.

Wages are taking over as the driver of inflation, as we start to see the UR fall and wages rise. @NancyRLazar1 expects ECI to hit 3% y/y by YE. Wage inflation is good for consumer income, but bad for profit margins unless companies invest in productivity-boosting capex. #wages

There are still many unknowns, but Andy and @DonFSchneider think an upper-bound of what is possible for Biden's economic agenda is $3.3T in spending and $1.9T in taxes & other offsets (vs. proposed $4.3T in spending and $3.4T in taxes). #AJP #Biden #taxes #fiscalspending

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