About the Speaker

John Davi
Astoria Portfolio Advisors
Astoria's founder, John Davi, is an award-winning research strategist and has over 20 years of experience spanning across macro ETF strategy, quantitative research, and portfolio construction. Mr. Davi's research has been recognized and featured on ETF.com, ETFTrends.com, InsideETFs, Institutional Investor Magazine, and he is a regular contributor to CNBC, Bloomberg, and other media outlets. Mr. Davi was recognized by Bloomberg as an ETF Master Chef.
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Speaker Schedule
Tuesday, June 11, 2024, 10:05 am - 10:35 am EDT
Why Are We Bullish? Better Margins, Earnings Recovery, and an Accommodative Fed
John Davi |Astoria Portfolio Advisors

We are the most constructive we have been in two years. Why? In the past two years, investors dealt with rampant inflation, rapid fed rate hikes, negative real rates, corporations tightening their balance sheets dealing with wage increases, a pending recession, and an EPS recession. That’s now changed. So far in 2024, we are experiencing stronger economic growth, positive real rates, potential rate cuts, lower rates to help ease funding pressure and potential changes in market leadership. We have a good setup for stocks with an anticipated soft landing, accelerated growth, and sticking inflation. 

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