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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
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
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