First Word
Fri, September 29, 2023 | 7:50AM ET
Ken Copy
Ken Xuan, CFA, FRM AC

Head of Data Science Research

Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Friday Will Confirm Inflation on a "Glidepath Lower."

We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. Please click below...

Macro Minute Video
Thu, September 28, 2023 | 9:25PM ET
Ken Copy
Ken Xuan, CFA, FRM AC

Head of Data Science Research

VIDEO: Macro Minute: Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Tomorrow Will Confirm Inflation on a "Glidepath Lower."

We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. (Duration: 7:41). Please...

First Word
Wed, September 27, 2023 | 7:50AM ET
Ken Copy
Ken Xuan, CFA, FRM AC

Head of Data Science Research

Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us

We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....

Macro Minute Video
Tue, September 26, 2023 | 7:25PM ET
Ken Copy
Ken Xuan, CFA, FRM AC

Head of Data Science Research

VIDEO: Macro Minute: Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us

We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....

First Word
Mon, September 25, 2023 | 7:50AM ET
Ken Copy
Ken Xuan, CFA, FRM AC

Head of Data Science Research

Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.

We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...

Macro Minute Video
Sun, September 24, 2023 | 10:46PM ET
Ken Copy
Ken Xuan, CFA, FRM AC

Head of Data Science Research

VIDEO: Macro Minute: Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q. 

We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...

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