Ken Xuan, CFA, FRM AC
Head of Data Science Research
Ken Xuan is the Head of Data Science at Fundstrat, where he optimizes the firmβs proprietary portfolio models and maintains the cryptocurrency and blockchain databases. He started his career at West Monroe Partners as an operations strategy consultant. Ken holds B.S. degrees in Management and Economics from Purdue University and an M.S. degree in Operations Research from Columbia University.
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Macro Strategy
MACRO: Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Tomorrow Will Confirm Inflation on a "Glidepath Lower."
We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. (Duration: 7:41).
Macro Strategy
MACRO: Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us
Equities have further weakened to start this week, with the S&P 500 falling ~1% as of Tuesday's close. There were two key data points that...
Macro Strategy
MACRO: Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.
We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower.Β Historical study suggests...
Company_Release
Fundstrat appoints Brian Rauscher Head of Global Portfolio Strategy and Asset Allocation, Managing Director
PRESS RELEASE _Release Date: December 23, 2019_ FOR IMMEDIATE RELEASE FUNDSTRAT APPOINTS BRIAN RAUSCHER HEAD OF GLOBAL PORTFOLIO STRATEGY AND ASSET ALLOCATION, MANAGING DIRECTOR New...
Company_Release
** DQMUSLCL Index was rebalanced on Feb. 20, 2019 and the new constituents will be effective on Feb. 26, 2019 **
DQMUSLCL Index was rebalanced on Feb. 20, 2019 and the new constituents will be effective on Feb. 26, 2019. For details of the rebalance and...
Company_Release
Fundstrat appoints Vito J. Racanelli as Managing Director, Senior Editor & Market Intelligence Analyst
PRESS RELEASE _Release Date: January 17, 2019_ FOR IMMEDIATE RELEASE FUNDSTRAT APPOINTS VITO J. RACANELLI AS MANAGING DIRECTOR, SENIOR EDITOR & MARKET INTELLIGENCE ANALYST New...
Company_Release
** DQMUSLCL Index was rebalanced on Nov. 20, 2018 and the new constituents will be effective on Nov. 27, 2018 **
* DQMUSLCL Index was rebalanced on Nov. 20, 2018 and the new constituents will be effective on Nov. 27, 2018. For additional information, please contact...
