In this piece, our Chief Equity Strategist and Economist, John Blank, lays out three quarterly steps of analysis to undertake, to improve and update the status of any investment mind. He’s here to expand on that now.

1. You’ve been both a public and private economist. For those who may not know, what’s the difference?

2. What are these three steps?

3. What is the key macro data that you look at to help you execute these steps?

4. So is your approach to merge both public regularly collected high-level macro data; and private intermediate data sources?

5. Does this apply to analyzing both the stock market and the economy?

6. So what is this approach saying about the U.S. economy for the near term?

7. What view does it give on stocks?

8. Does some of the latest macro economic data concern you, specifically the decrease in the number of jobs open at the end of September? Investors have been watching for signs of a cooling labor market. Does this data reflect that?

9. But then there’s a rise in consumer confidence this month. Does that and the latest retail sales data offer insight into an economy that is turning out to be far more resilient than many had expected, especially on the consumer level?

10. Let’s look into two major Mainland China large caps, and one German multi-national. Alibaba (BABA Quick QuoteBABA - Free Report) , Byd (BYDDY Quick QuoteBYDDY - Free Report) and Siemens (SIEGY Quick QuoteSIEGY - Free Report)

Our Chief Equity Strategist & Economist, John Blank, on three quarterly steps of analysis. With John, I’m Terry Ruffolo.