Andrew Zatlin's Blog


The Moneyball Economist Andrew Zatlin began his career as a trained economist, eventually focusing on consumer trends as a Research Fellow at the Kyoto University Economic Research Institute. Wanting more hands-on experience in the business world, he went to the Haas School of Berkeley for his MBA in 1992.

Andrew’s next stop was Silicon Valley at the onset of the digital revolution. The timing couldn’t have been better. As a 20-year veteran of the semiconductor and networking world, Andrew has participated in the emergence of the new global economy, one based on the unique characteristics of the digital world and a changing global supply chain.

The first-hand experience with the 21st century economy and what makes it so different has enabled Andrew to outperform Wall Street experts.His macroeconomic forecasts consistently rank at the top of Bloomberg polls. Even better, he has harnessed the deep understanding of the way modern companies operate to find the key data points that predict which companies are likely to beat or miss their earnings.

Is Trump Good or Bad for This Market?

By Andrew Zatlin – The market has been on a tear since Trump moved into the oval office. But is he good or bad for the market? His style is combative and divisive. This brings on volatility. The opposite of what investors want.

Why China’s Soft-Landing Isn’t Looking So Good

By Andrew Zatlin – Over the past few months, I have been pointing to slower growth coming out of Asia (i.e. China) and the E.U. (i.e. Germany). We can track the slowdown by looking at semiconductors and the overall supply chain.

Ready. Set. Get Prepared for Inflation!

By Andrew Zatlin – We’re starting to see signs of inflation across some of the most important metrics economists look at… yet it’s not being widely reported. The major hurricanes in 2017 had a huge impact that rippled through the shipping and trucking...

Vice Index - Where the US Economy Stands Today Into 2018

By Andrew Zatlin – US Consumer spending is accelerating again. Just in time for the Holiday Season. Consumer confidence is driving a boost in holiday spending. For starters, holiday shopping started early: rather than wait...

Are We at an Inflection Point in the Economy? Yes!

By Andrew Zatlin – I’m looking at the macro fundamentals and I think an inflection is coming up in a few months…and that means opportunity. At the highest level, global growth is coming from a few places...

Vice Index – Consumer Spending & Confidence Rolling Over

By Andrew Zatlin – One of the important aspects of the US economy is that recent business cycles have been longer. But also shallower. I believe that the internet is playing a big role in this “lower-for-longer” phenomenon.

Vice Index Nails Retail Forecast AGAIN

By Andrew Zatlin – The impact on the bond and equity markets is both immediate and direct. Increased demand for consumer discretionary goods and services is inflationary and boosts the likelihood of interest rate hikes. It also leads to higher corporate...

Vice Index Shows US Slowdown Ahead

By Andrew Zatlin – When Vice spending momentum began to slow in February, I blamed near-term noise. I thought it might be tied to February’s tax refund deferral. And when it slowed again in March, I blamed Easter.

Gauging the Economic Impact of Uber

By Andrew Zatlin – Uber has been in the headlines for all the wrong reasons over these past couple months. I’m sure you’ve seen or heard the headlines. From sexual harassment to discrimination, to “Greyball” – software that helped Uber drivers...

China’s Lehman Moment Is Coming!

By Andrew Zatlin – Before I dig into the coming Lehman moment out of China, you should understand how China has impacted the world. First, let’s start with debt. Debt sits at the heart of China’s miracle growth.

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