Marco Mazzocco, CFA, has been working on Wall Street since first interning with Merrill Lynch in the summer of 1996. Since then, he has worked for several firms including SG Cowen and Deutsche Bank in roles ranging from operations to sales and trading.Expand

Mazzocco uses his varied experience in equities and fixed income coupled with his technical training acquired in the CFA program to bring a common sense approach to analyzing capital markets. He focuses on global macro situations with a concentration on the U.S. economy.Collapse

Today, we are looking at higher earnings coupled with unprecedented expansionary fiscal policies.
The rally is occurring with strong earnings on top of strong economic data.
The Fed worries about inflation, but in the end, it's jobs that matter.
The data really show how dynamic the American economy is.
If Trump is successful, we will see sales continue their upward momentum.
We have to start assigning a greater probability of Trump being successful than not.
If Trump's infrastructure plans go ahead, jobless claims could come below 200,000 a week.
Don't get caught up in the crosscurrents of competing market narratives.
We're seeing a truly bullish beginning for the year.
The truth is that the economy is strong, and those who stayed long this market were rewarded.

Columnist Conversations

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