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John Tierney, CFA

Consultant and Strategist at Macro Hive

John Tierney, CFA is an experienced financial markets professional currently serving as a Consultant and Strategist at Macro Hive.34 Here are some key details about his background and expertise:

Career Experience

John has over 30 years of experience as a sell-side analyst.14 Throughout his career, he has:

  • Covered structured finance and credit markets
  • Served as a corporate market strategist
  • Moved into a global strategist role in recent years

Current Role

At Macro Hive, John joined as a senior researcher in 2021.5 He contributes analysis and insights on various topics, including:

  • Equity markets
  • Macroeconomic trends
  • Recession risks and economic indicators

Expertise and Writing

John regularly produces content for Macro Hive, including:

  • Articles analyzing economic conditions, such as his cross-country observations on recession indicators2
  • Equity market views and analysis of earnings reports7
  • Commentary on topics like bear markets and recession risks6

His writing style combines data analysis with on-the-ground observations to provide nuanced perspectives on economic and market trends.

John Tierney's extensive experience in financial markets and his current role at Macro Hive position him as a respected voice in macroeconomic and market strategy analysis.

Highlights

Jul 13 · linkedin

How Long is This Bear Market Likely to Last?

Another Bear Market is here. It would be folly to try to call how it plays out, but we can say that so far it has been following the well-defined script of most previous bear markets of the past seven decades. ·       If past is prologue, we can expect this bear market to end either within two years if inflation soon abates or about three years if the Fed has to keep hiking interest rates aggressively. ·       The key variable is earnings. If analyst projections of 13% earnings growth over the next year are right it will be a short bear market. ·       Our view? Given inflation and the Fed's willingness to risk recession, the economy is going to slow and earnings are going to weaken. That means new lows are coming for this bear market and it may take a few years to recover.

Check out Macro Hive's latest explainer, were we offer a framework to assess where we are in this bear market and how it might play out.

https://lnkd.in/eYC_nrC6

#recession #equities #bearmarket

Nov 19 · linkedin

Andy Kessler nails the art of networking in today's WSJ!

Related Questions

What are John Tierney's key achievements in the structured finance and credit markets?
How has John Tierney's career evolved over the past 30 years?
What specific roles has John Tierney held in the corporate sector?
How does John Tierney's experience compare to other analysts at Macro Hive?
What are some notable projects John Tierney has worked on at Macro Hive?
John Tierney, CFA
John Tierney, CFA, photo 1
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Location

South Orange Village, New Jersey, United States