Michael T. Darda, Roth MKM’s Chief Economist and Market Strategist, has a unique approach that combines macroeconomics with market strategy to deliver timely and high-impact actionable insights to clients. His research is designed to guide equity and fixed income investors toward higher risk-adjusted returns by determining where we are in “the cycle” using leading indicators, the credit markets and business cycle history to identify inflection points.
The macro research draws on an eclectic blend of forward-looking indicators and business cycle history to make 6-12 month calls on earnings, GDP, employment, stocks and fixed income markets.
Mr. Darda maintains frequent contact with a Washington D.C. – based contact network. These contacts are utilized to determine how the legislative process and policy decisions are likely to affect the markets and specific economic sectors.