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Weekly Economic Update
(+) The ISM manufacturing index for September was a bit stronger than anticipated, rising from 0.5 points from August, coming in at 56.2 versus an expected 55.0. This is the highest point for the ISM since April 2011. The details … Continue reading
Weekly Economic Update
(0) The 3rd and final estimate of GDP growth was unchanged from the second estimate of +2.5%, despite consensus assumptions for a slight increase to +2.6%. Inventory investment was revised downward slightly while state/local spending were bumped up a bit, … Continue reading
Weekly Economic Update
The biggest news of the week was the FOMC meeting, press release and news conference, but we won’t rehash our earlier note of the week. Long-story short, the ‘taper’ is postponed for now, and that drove sentiment (up) much more … Continue reading
Fed Update
There hasn’t been this much excitement over a Federal Reserve meeting in quite some time. The FOMC concluded their September event today and all eyes were on the finale of the ‘taper caper’ (yes, I’m afraid I made that up). … Continue reading
Weekly Economic Update
Economic data was being watched perhaps a bit more closely this last week with the Fed meeting upcoming and talk of the ‘taper’ hanging in the balance. (-) Retail sales for August gained a meager +0.2%, which disappointed a bit … Continue reading
Weekly Economic Update
Despite the Labor Day-shortened week, several important releases kicked off the fall market season (traditionally the week where everyone on Wall Street gets ‘back to business’). (+) The ISM manufacturing index for August came in better than expected for August, … Continue reading
Weekly Economic Update
It was a relatively light week for economic reports. Unfortunately, a few weak data points this last week and in recent weeks have been steadily eroding economist GDP estimates for the coming quarter, although growth for the second half is … Continue reading
Posted in Economic News
Tagged Economic Indicators, Economic Update, FHFA, FOMC, Home Sales, Initial Jobless Claims, LSA
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LSA Manager Interview with Matt Lamphier, CFA
Manager at First Eagle Join LSA as we interview, Matt Lamphier, CFA Associate Portfolio Manager – U.S. Value Fund Mr. Lamphier is a graduate of the U.S. Air Force Academy, received his MBA from the University of Chicago Graduate School … Continue reading
Posted in Economic News, Partner News
Tagged First Eagle, LSA, Manager, Matt Lamphier, Portfolio
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LSA Manager Interview with Eric Cinnamond, CFA
Lead Portfolio Manager Aston/River Road Independent Value Join LSA as we interview, Eric K. Cinnamond, CFA, Vice President & Portfolio Manager Mr. Cinnamond serves as Lead Portfolio Manager for River Road’s Independent Value Portfolio. Mr. Cinnamond has 17 years of … Continue reading
Posted in Economic News, Partner News
Tagged Aston/River Road, Cinnamond, Eric, Eric Cinnamond, LSA, Portfolio Manager
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