Economic Research
Michael T. Darda, MKM’s Chief Economist, is known for his trenchant critiques on conventional economic thinking and his ability to bring timely and high-impact macroeconomic insights to clients. Mr. Darda is highly regarded on Wall Street, has been featured on CNBC and Bloomberg radio and television, and has appeared in The Wall Street Journal and Barron’s.
Mr. Darda produces weekly macro briefs, longer strategy pieces and a monthly macro focus report. The publications are designed to guide equity investors toward higher risk-adjusted returns with research aimed at relevant and timely events, focusing on themes and ideas that move markets. MKM uses a blend of empirical and behavioral indicators to make judgment calls on equity sectors, interest rates, yield curves, currencies, commodities and countries.
Mr. Darda uses the classical economic model to develop 6-12 month calls on big-picture variables, although shorter-term calls are made when appropriate. He 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.
MKM clients receive the following:
WEEKLY MACRO BRIEFS - Timely and high impact interpretation of economic data, policies and events.
STRATEGY REPORTS - These reports include a macro chart book, domestic investment strategy recommendations, asset allocation ideas and equity sector selections.
MONTHLY MACRO FOCUS - Quarterly global investment strategy recommendations.
The research is aimed at relevant and timely events, focusing on themes and ideas that move markets.
Communicating with Clients
Client briefs, reports and papers are distributed via email, fax, and ground mail. Client inquiries are answered by phone or email, depending on the preference of the client. Mr. Darda is available to do conference calls, speaking engagements and meetings upon request.
For copies of Mr. Darda’s most current research, please contact
Valerie Miele Oertel at (203) 861-9060.
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