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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:

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  • Economics
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  • 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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Investors want growth and visibility; they are lacking right now with election, stimulus and COVID risks creating myopia and volatility.

Investors shouldn't rush into markets

Investors shouldn't rush into markets: Analyst

Cornerstone Macro chief investment strategist Michael Kantrowitz and CMC Markets chief market analyst Michael Hewson discuss their outlooks for the ma...

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So, the market has lingering bets/hopes on higher rates, but the fundamentals pull decidedly in the opposite direction.

Incidentally, you don't see these probability distributions of the fair value of yields anywhere else other than at @csm_research, thanks to @jbensondurham. https://twitter.com/jbensondurham/status/1321106883323809792

So, the market has lingering bets/hopes on higher rates, but the fundamentals pull decidedly in the opposite direction.  

Incidentally, you don't see these probability distributions of the fair value of yields anywhere else other than at @csm_research, thanks to @jbensondurham. https://t.co/3Kpj5f02d7
So, the market has lingering bets/hopes on higher rates, but the fundamentals pull decidedly in the opposite direction.  

Incidentally, you don't see these probability distributions of the fair value of yields anywhere else other than at @csm_research, thanks to @jbensondurham. https://t.co/3Kpj5f02d7
jbensondurham@jbensondurham

Unfashionable take:

Not only is the 10Y Treasury yield too high, but also the fair *distribution* of yields is skewed to the downside relative to fundamentals (L).

Meanwhile, even after the net-runup in yields, the options skew nudges to the upside (R).

@R_Perli @csm_research

Infrastructure spending will be a quiet tailwind for this expansion.

It stalled during the worst of the virus outbreak, and has already turned up.

And with its low historic GDP share, it has lots of room to grow.

Related shares are outperforming.

#economy #infrastructure #GDP

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