The Macro Institute

Proud to announce that I will be seeking the M2SD designation! I am enthusiastic about expanding my knowledge in this area. I am thankful for the partnership of Francois Trahan, M2SD and The Macro Institute with FGCU Department of Economics and Finance. Can’t wait to get started! https://lnkd.in/gWRgdZ-f

Congratulations to M2SD designation holder George Fontaine, CFA, M2SD on the new role! Well deserved George!

Are you a Finance or Economics student looking to add to your professional education for FREE? Consider participating in the Macro Specialist Designation (Level 1) through the The Macro Institute. Thanks to a partnership with FGCU, The Macro Institute is offering this program FREE to FGCU students (excluding testing center costs). For more information, reach out to Professor of Finance, Dr. Travis Jones via email at [email protected]. FGCU Department of Economics and Finance

There's a lot going on this week between the FOMC meeting on Wednesday, important housing data releases, and the ongoing tariff saga. Too much to keep track of? Don't worry. We have you covered. Check out this week's Macro Monday for everything you need to stay up-to-date during these volatile times! Read Here: https://lnkd.in/gVWA_g57

"Here’s a stat from that release that should make you sit up - last Thursday’s data showed small businesses struggling with labor costs at near-record levels. In fact, since 1974, this number has only been higher once in 614 months." Read Macro Monday Here: https://lnkd.in/g6YE3Rfj

??We are excited to announce our second academic affiliation! In addition to University of Wisconsin Milwaukee, students at Florida Gulf Coast University will soon have access to Level 1 of the Macro Specialist Designation! Students who successfully pass the class will not only receive course credit, but those who take the exam will be just one level away from earning the M2SD professional designation. ??FGCU’s students will get a world-class investment curriculum centered on applied macro for financial markets.?We still have room to support other professors this Fall, so if you’re interested in bringing this to your University do not hesitate to reach out! Learn More Here: https://lnkd.in/gkM4xQjh

"The two national PMIs this week give us some sense of employment prospects. The employment components of the ISM series have been in recovery mode for several months, but not long enough to have an impact on the February payroll figures set to be released on Friday. The chart here shows the relationship between these two data sets and argues that payrolls could be on the weaker side this month before it starts to improve." Read Macro Monday: https://lnkd.in/ggCUmfhE

Macro Monday: Regional PMIs Are Telling An Important Story "This week is packed with key data drops, including Q4 GDP and core PCE inflation. Our main focus, however, will be on the regional PMIs. Inflation signals in both the NY Fed Empire Index and Philly Fed Index skyrocketed in January - if this trend holds, it could shake up the Fed’s playbook and rattle markets. Up next: the Dallas Fed Index later this morning and the Richmond Fed Index tomorrow." Read Macro Monday Here: https://lnkd.in/g_jq7SyK

We will be hosting a conference call for our institutional?clients next week on the topic?of inflation. We are making the?case that the U.S. economy is more structurally sensitive to inflation than it used to be at a time when there is a cyclical argument for higher inflation?(Fed stimulus + little excess capacity). Curious to know what you feel is likelier for core inflation this year. Core CPI was up 3.3% from year ago levels in January.

This week’s spotlight is on inflation, with January’s CPI dropping Tuesday, PPI following on Wednesday, and import prices wrapping things up on Friday. We’ll be watching closely, but our attention is also on Tuesday’s NFIB Small Business Optimism Report - a treasure trove of insights beyond just sentiment. Read Macro Monday Here: https://lnkd.in/gVw3zfse