Samuel Rines
Macro Strategist, Model Portfolios
Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product. With over a decade of experience in economics and finance, Samuel has held significant roles such as Chief Economist at Avalon Investment & Advisory and Economist and Portfolio Manager at Chilton Capital Management LLC. He is also the author of "After Normal: Making Sense of the Global Economy," and holds a Master’s degree in Economics from the UNH Peter T. Paul College of Business and Economics, as well as having studied Economics at the University of Oxford.
Latest Insights From Samuel Rines
Just as earnings season ends, it begins once again. In his new weekly blog series, “Navigating the Earnings Season,” Samuel Rines discusses the upcoming earnings season and the importance of company outlooks for the U.S. and global economies.
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Earnings season never really ends, and listening closely can be powerful for uncovering both positive and negative trends. Samuel Rines exhibits a positive outlook for the U.S. consumer based on the performance of companies like Costco, Ross Stores and Constellation Brands.
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For the past 30 years, inflation has been a non-issue for consumers, but the dynamic has changed. Against this backdrop, Samuel Rines explores the impact of rising inflation on consumer sentiment and the potential impact of recent announcements of price cuts by major retailers.
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For the better part of the last 50 years, the U.S. dollar has remained king of currencies with no apparent successor. Samuel Rines delves into the preconditions necessary for any viable alternative currency to emerge on top and explores the significant role that sanctions play in shaping the global financial system.
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The FOMC is always data-dependent, but the dependency is not always the same. Samuel Rines discusses the shift in focus of the Federal Open Market Committee, from the labor market to inflation, and the implications of this change in their policy framework.
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Sometimes, earnings season provides clarity to the economic outlook; sometimes, it does not. This earnings season is a bit of both. Samuel Rines reviews a few companies’ earnings reports and emphasizes the importance of understanding U.S. consumers.
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