Macro Money Monitor

"I always tried to turn every disaster into an opportunity."

John D. Rockefeller

A gif of the Allio logo in black and white

Macro Money Monitor

"I always tried to turn every disaster into an opportunity."

John D. Rockefeller

A gif of the Allio logo in black and white

Macro Money Monitor

"I always tried to turn every disaster into an opportunity."

John D. Rockefeller

A gif of the Allio logo in black and white

Macro Money Monitor

"I always tried to turn every disaster into an opportunity."

John D. Rockefeller

A gif of the Allio logo in black and white

Features

Academy

Magazine

Who we are

Features

Academy

Magazine

Who we are

Understand the big picture with Allio’s timely, in-depth analysis on how the macroeconomic environment impacts your money.

By Mike Zaccardi, CFA, CMT

April 22, 2024

Sector Performance Review: Winners and Losers Amidst Market Correction

Delve into the performance of different sectors amidst the market correction, highlighting winners like Utilities and Consumer Staples, and losers such as Information Technology. Understand the dynamics shaping sectoral trends in the current market environment.

By Mike Zaccardi, CFA, CMT

April 15, 2024

Inflationary Pressures Persist: Analyzing CPI and PPI Data Trends

Stay informed about key economic indicators set to be released this week, including Retail Sales, Housing Indicators, and Industrial Production. Gain insights into their potential impact on market direction.

By Mike Zaccardi, CFA, CMT

April 8, 2024

Growth Optimism vs. Fed Fears: A Macro Perspective

Get ready for a data-heavy week as markets gear up for crucial inflation indicators. Discover how CPI and PPI data releases could impact market sentiment and investor outlook amid ongoing economic uncertainties.

By Mike Zaccardi, CFA, CMT

April 1, 2024

Riding the Wave: Highlights from Last Week's Market Performance

Dive into the latest market update, exploring sector performances and economic indicators while forecasting the week ahead.

By Mike Zaccardi, CFA, CMT

March 25, 2024

Global Policy Shifts: Bank of Japan Raises Rates, Impact on Markets

Discover how a dovish Fed meeting and robust economic data fueled a significant stock market rally, offering insights into current market trends and investor sentiment.

By Mike Zaccardi, CFA, CMT

March 18, 2024

Oil's Ascension: Consequences for Consumers and Investors

Brace for the impact of rising oil prices and their correlation with market movements, alongside an examination of evolving investor sentiment amidst fluctuating economic conditions.

By Mike Zaccardi, CFA, CMT

March 11, 2024

Investor Insights: S&P 500 Consolidates, Focus Shifts to CPI, Retail Sales, and Earnings

Catch up on the week's market developments: Defensive sectors lead, political landscape influences sentiment, and earnings season heats up.

By Mike Zaccardi, CFA, CMT

March 4, 2024

Market Momentum Continues: Stocks, Bonds, and Commodities Up

Stay ahead of the curve with our market recap: stocks surge, bonds gain, and commodities rise in February.

By Mike Zaccardi, CFA, CMT

February 26, 2024

Record-Breaking Week: NVDA Soars, Stocks Hit All-Time Highs

Get insights into the market surge fueled by NVDA's remarkable earnings, marking a historic week for stock investors

By Mike Zaccardi, CFA, CMT

February 20, 2024

From Tech Slumps to Sector Surges: Unpacking Last Week's Stock Market Trends

Unpack the market's response to last week's economic reports and inflation data. Stay informed about the factors influencing stock movements and investor confidence.

By Mike Zaccardi, CFA, CMT

February 12, 2024

Bullish Sentiment Sweeps Wall Street: Stocks Surge, Nasdaq Hits New Heights

Dive into the latest surge in stocks as the Nasdaq leads the charge, propelled by bullish sentiment and a rebound in CEO confidence amid earnings season.

By Mike Zaccardi, CFA, CMT

February 5, 2024

Navigating Volatility: Stocks Surge as Interest Rates Drive Market Dynamics

Explore the latest market insights as the S&P 500 edges closer to the symbolic 5,000 mark amidst robust earnings and economic data. Discover how interest rates' fluctuations drive market dynamics in this comprehensive update.

By Mike Zaccardi, CFA, CMT

January 29, 2024

Global Markets Take Center Stage: Navigating Overseas Opportunities Amidst US Economic Buzz

Dive into the potential of overseas markets, uncovering opportunities beyond the US, and consider the strategic advantages of diversification for a well-rounded investment portfolio.

By Mike Zaccardi, CFA, CMT

January 22, 2024

AI Fervor Propels S&P 500 to Record Highs

Fueled by AI excitement, the S&P 500 achieved unprecedented highs, accompanied by robust performances from tech giants like NVIDIA and Taiwan Semiconductor.

A business man in front of three monitors
A business man in front of three monitors
A business man in front of three monitors

By Mike Zaccardi, CFA, CMT

January 16, 2024

Tech Titans Surge, Bonds Boom, S&P 500 Hits Highs

Can the unstoppable rise of Big Tech sustain the S&P 500's record-breaking momentum?

By Mike Zaccardi, CFA, CMT

January 8, 2024

Market Jitters: Stocks Falter as 2024 Begins

Stocks faced a shaky start to 2024. Rising bond yields, a tech sell-off, & cautionary labor market signals added to the market's uncertainty, setting the stage for a challenging beginning to the year.

By Mike Zaccardi, CFA, CMT

January 2, 2024

Charting the Course for 2024: 2023 Ends with a Bang, Setting the Stage for New Opportunities

As investors head into 2024, the macroeconomic landscape hints at optimism with strong historical indicators, but potential risks loom.

By Mike Zaccardi, CFA, CMT

December 26, 2023

Jolly Markets & Bullish Tidings: Navigating the Santa Claus Rally and a Glimpse into 2024

Amidst a festive market surge, stocks closed higher for the eighth consecutive week, heralding the onset of the Santa Claus Rally.

A person works at a desk
A person works at a desk
A person works at a desk

By Mike Zaccardi, CFA, CMT

December 18, 2023

Magnificent Seven's Weekly Triumph Extends Historic Streak, but Fed's Discord Raises Questions for 2024

The Fed's internal discord on rate cuts injects uncertainty into the 2024 outlook, prompting investors to tread cautiously.

A person works at a desk
A person works at a desk
A person works at a desk

By Mike Zaccardi, CFA, CMT

December 11, 2023

Stocks Soar, Bonds Rally, and the Jobs Report Boosts Holiday Spirits

Stocks extended their winning streak, bonds continued their rally, and a surprisingly positive jobs report painted a rosy picture for the economy.

A man gazes at a cityscape
A man gazes at a cityscape
A man gazes at a cityscape

By Mike Zaccardi, CFA, CMT

December 4, 2023

December Delights: Stocks Hit YTD Highs, Consumer Spending Surges

As December begins, all eyes are on key economic indicators, earnings reports, & the consumer's role in sustaining the market's positive momentum.

A person stands in front of computer monitors with technical indicators
A person stands in front of computer monitors with technical indicators
A person stands in front of computer monitors with technical indicators

By Mike Zaccardi, CFA, CMT

November 27, 2023

Stocks Surge, Setting the Stage for a November to Remember

Stocks celebrate a fourth straight week of gains, but Wall Street's skepticism looms large as professionals remain cautious amid the surge.

A women in a pink suit and tie looks up at skyscrapers
A women in a pink suit and tie looks up at skyscrapers
A women in a pink suit and tie looks up at skyscrapers

By Mike Zaccardi, CFA, CMT

November 20, 2023

Markets Surge as November Rebound Continues

Small & mid-cap stocks shine, the dollar falters, and a surprising dip in inflation prompts markets to soar.

An office overlooks a large metropolis
An office overlooks a large metropolis
An office overlooks a large metropolis

By Mike Zaccardi, CFA, CMT

November 13, 2023

Tech Takes the Lead: Nasdaq Surges, CPI & Retail Sales in the Spotlight

Mega-cap tech stocks dominated as the Nasdaq soared to its best close since August, leading the S&P 500 to a 2nd consecutive weekly climb.

Young professionals in an urban setting sit in front of their computers
Young professionals in an urban setting sit in front of their computers
Young professionals in an urban setting sit in front of their computers

By Mike Zaccardi, CFA, CMT

November 6, 2023

Bulls Celebrate Best Week in Months

Stocks stormed higher as interest rates took a big fall, with the S&P 500 and Nasdaq posting impressive gains.

Young professionals sit in front of multiple screens with global macro market data
Young professionals sit in front of multiple screens with global macro market data
Young professionals sit in front of multiple screens with global macro market data

By Mike Zaccardi, CFA, CMT

October 30, 2023

Navigating a Resilient Consumer & Shifting Financial Trends

Last week, the steadfastness of the American consumer and geopolitical influences on inflation expectations took center stage.

A desk with dual monitors overlooks a city at dawn
A desk with dual monitors overlooks a city at dawn
A desk with dual monitors overlooks a city at dawn

By Mike Zaccardi, CFA, CMT

October 23, 2023

Stocks Fall, Interest Rates Rise, and Gold Soars in Another Tough Week for Investors

In a tumultuous week for the financial world, stocks experienced a sharp decline, bond yields surged, and gold prices soared.

By Mike Zaccardi, CFA, CMT

October 10, 2023

October's Market Rollercoaster: Tech Soars, Commodities Plunge, and Earnings Season Takes Flight

Amidst rising yields & geopolitical tensions, investors are cautiously eyeing the market as the year's most volatile month unfolds.

By Mike Zaccardi, CFA, CMT

October 3, 2023

Stocks in the Red, Gold Under Pressure, and What Lies Ahead

Stocks in the Red, Gold Under Pressure, and What Lies Ahead

By Mike Zaccardi, CFA, CMT

September 26, 2023

Fed's Hawkish Hold and Rising Real Yields Shake Markets

Stocks faced their worst week since March and the Federal Reserve's hawkish stance shook investor confidence.

By Mike Zaccardi, CFA, CMT

September 19, 2023

Stocks Hold Steady Amidst Inflation Fears and Labor Disputes

In a week marked by inflation concerns and labor disputes, the stock market remains resilient, with the S&P 500 showing little change.

By Mike Zaccardi, CFA, CMT

September 12, 2023

Stars Amid Cloudy Skies: The Fed's Balancing Act, and Economic Signals Ahead

Last week’s market rebound, the Fed’s nuanced messaging, and the complex interplay between growth, inflation, and interest rates.

By Mike Zaccardi, CFA, CMT

September 12, 2023

Market Turbulence: Apple's Fall, China's Iron Grip, and Economic Jitters

Apple's steep decline and mounting geopolitical tensions, particularly with China, underscore the challenges facing equities.

By Mike Zaccardi, CFA, CMT

September 5, 2023

September Showdown: Battle of Bulls and Bears

Amidst a late-summer rally, labor market cooling, and a tug-of-war between bulls and bears, September emerges as a potential showdown month.

By Mike Zaccardi, CFA, CMT

August 22, 2023

Navigating Volatility: Markets React to Rising Rates, China Woes, and Fed Anticipation

Markets faced a turbulent week as stocks extended losses amidst rising bond yields and concerns over China's property market.

By Mike Zaccardi, CFA, CMT

August 19, 2023

Home Ownership Still Beats Renting for Gen Z: Navigating the Changed Landscape of Home Affordability

Here’s why homeownership still beats renting for Gen Z. Despite rising home prices & interest rates, long-term benefits outweigh the costs.

By Raymond Micaletti, Ph.D.

August 15, 2023

Summer Swoon: Rising Rates, and Retail Resilience

Amid the summer's market fluctuations, stocks experienced a retreat, led by rising interest rates and a shift in sector momentum.

By Raymond Micaletti, Ph.D.

August 8, 2023

Fitch Slap!

Market turmoil strikes as Fitch delivers a stunning credit rating downgrade to the US, sending shockwaves through both stock & bond markets.

By Raymond Micaletti, Ph.D.

August 1, 2023

Inflation Eases, Stocks Surge, & GDP Growth Impresses. Can the Summer Rally Last?

Stocks continue to surge, marking their third consecutive week of gains amid the ongoing summer rally.

By Raymond Micaletti, Ph.D.

July 25, 2023

Summer Soars as Markets Sizzle: Stocks, Commodities, and Central Banks Take Center Stage

Get ready for an eventful summer as stocks dance around record highs, commodities surge, and central banks navigate uncertainties.

By Raymond Micaletti, Ph.D.

July 18, 2023

Economic Optimism Soars as Stocks Surge and Inflation Cools: A Closer Look at the Market's Bull Run and What Lies Ahead

Investors are eagerly eyeing earnings and the Fed's upcoming rate decision for further cues on the market's trajectory.

By Raymond Micaletti, Ph.D.

July 11, 2023

Stocks Dip, Real Estate Surges, and Earnings Season Begins

Stocks faced a modest decline as rising interest rates raised concerns about the Fed’s future actions.

By Raymond Micaletti, Ph.D.

July 4, 2023

Strong First-Half Finish Ignites Market Optimism: Tech Stocks Surge, Small Caps Outperform, and Real Estate Soars

The first half of 2023 defied Wall Street's bearish forecasts, with tech stocks surging and small caps outperforming.

By Raymond Micaletti, Ph.D.

June 27, 2023

Will Renewed Geopolitical Jitters Cool Investor Sentiment? Spotting Risks Ahead.

Renewed geopolitical jitters, highlighted by recent events in Russia, raise concerns about investor sentiment and market stability.

By Raymond Micaletti, Ph.D.

June 20, 2023

Bulls Strut Their Stuff in a Macro Data-Heavy Week, FOMO Forges Forward

Stocks rise to new highs as the Fed holds off on rate hikes. Concerns about a potential market correction emerge amidst the FOMO frenzy.

By Raymond Micaletti, Ph.D.

June 13, 2023

Stocks Surge on Upbeat Economic Data and Real Estate Rebound, Fed Takes Cautious Stance

In a week dominated by positive economic data and a rebound in the real estate sector, stocks surged to new highs.

By Raymond Micaletti, Ph.D.

June 13, 2023

Bulls Assert Their Influence Ahead of a Data-Heavy Week and 3 Central Bank Decisions

While last week saw small gains & low volatility, this week's economic reports & central bank meetings may shake up the market's tranquility

By Raymond Micaletti, Ph.D.

June 6, 2023

Tech Stocks Soar as NVIDIA Hits $1 Trillion Market Cap; Real Estate Stumbles

Tech stocks, particularly NVIDIA, led the market higher last week, with the NASDAQ Composite gaining 2.5%.

By Joseph Gradante, Allio CEO

June 3, 2023

Advanced

The Great Reset: What It Is & How Your Financial Goals May Be Impacted

How the Great Reset could bring about opportunities and risks when it comes to your long-term investing plan.

By Raymond Micaletti, Ph.D.

June 3, 2023

Geopolitical Impacts on the Energy Market

As individual investors, what can be done to mitigate the risks and even capitalize on geopolitical uncertainty?

By Raymond Micaletti, Ph.D.

June 3, 2023

Why Having a Macro Portfolio is the Right Way to Protect Your Money in Uncertain Times

In uncertain economic times a portfolio designed to weather macro volatility is paramount to protect your money.

By Raymond Micaletti, Ph.D.

June 3, 2023

Why 21st-Century Markets Won’t Look Like the 20th Century’s

Why investors need a tactical portfolio that can take advantage of technological breakthroughs in this 4th leg of the industrial revolution.

By Raymond Micaletti, Ph.D.

June 3, 2023

How to Diversify Your Money in a Hawkish, Inflationary Environment

Allio's focus: making appropriate investments in sectors that should do well in this hawkish, high inflationary monetary environment.

By Raymond Micaletti, Ph.D.

May 23, 2023

Tech Stocks Dominate Market Rally as AI Trade Fuels Growth

Tech-heavy growth stocks dominated the market last week, with mega-cap tech companies expected to benefit the most from the scaling of AI.

By Raymond Micaletti, Ph.D.

May 18, 2023

Navigating Volatility: Market Recap, Growth vs. Value Trade, and Consumer Concerns

Stocks remained stagnant last week as earnings season neared its end. Is the market just waiting for the next big macro catalyst?

By Raymond Micaletti, Ph.D.

May 9, 2023

Bulls & Bears in Unprecedented Slugfest as Pre-Election Year Strength Meets Waning Momentum

The bulls and bears are in an unprecedented slugfest as pre-election year strength meets waning momentum.

By Raymond Micaletti, Ph.D.

May 9, 2023

Stocks React to Fed Rate Hike, Apple Boosts Tech Sector, & Regional Banking Concerns Emerge

Market recap: Stocks lower following fed rate hike, strong jobs report; Apple boosts tech stocks; gold threatens all-time highs.

By Raymond Micaletti, Ph.D.

May 2, 2023

Tech Stocks Lead the Way as Market Recovers, Real Estate Rallies & Oil Slips

Tech stocks lead the way to cap off April. With positive earnings reports & technical movements, investors are cautiously optimistic.

By Raymond Micaletti, Ph.D.

April 26, 2023

A Bullish Near-Term Backdrop: Eyeing Seasonality, Breadth, and Positioning

The tactical backdrop for equities remains solid. But at Allio, we take an independent look at the drivers of the market going forward.

By Raymond Micaletti, Ph.D.

April 11, 2023

Bears Caught Offsides to Start 2023. What Will the Second Quarter Hold?

Institutions have stepped up their buying in 2023. But all eyes remain on how the Fed navigates a volatile banking landscape.

By Raymond Micaletti, Ph.D.

April 4, 2023

The SVB Financial Collapse: How It Unfolded & What We See Ahead

Risk happens fast in financial markets. Here's how the collapse of Silicon Valley Bank unfolded and what it means for your money.

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