PREMIUM: LAZAR

EXPANDING ECONOMY

In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run.

WEALTHTRACK Episode #1348; Originally Broadcast on May 19, 2017

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Read the article Robots Aren’t Destroying Enough Jobs in the Wall Street Journal

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NANCY LAZAR

• Head of Economic Team,
• Cornerstone Macro

Newsletter available soon.

BEWARE OF FALLING INTO A FALSE SENSE OF SECURITY ABOUT THE ECONOMY AND MARKETS

• Business cycle is alive and well
• Economic expansion is 8 years old
• Investor complacency
• VIX, a measure of market fear, has been trading near 25 year lows
• In late stages of a bull market

No Bookshelf titles this week.

LAZAR: U.S. INDUSTRIAL STRENGTH

• Focus on U.S. economy & industrials
• Specifically manufacturing companies
• Beneficiaries of infrastructure spending

No stock mentions in this episode. Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

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NEW, SMARTER CONSUMER?

Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer?