First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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Macro Minute Video
Video: Macro Minute: As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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Macro Minute Video
Video: Macro Minute: 4 possible reasons to explain why stocks recover to positive after terrible 1Q25 GDP print
VIDEO: The 1Q25 GDP print of -0.3% is a sharp decline from 2024 growth rates, but this highlights that markets care more about 2026. Please...
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First Word
Positive developments on tariff front as Lutnick tells CNBC "one deal is done" and key Wed is March Core PCE
VIDEO: Equities continue to drift higher, more evidence that many stocks got "washed out." and as long as macro developments remain supportive, we see upside....
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Macro Minute Video
Video: Macro Minute: Positive developments on tariff front as Lutnick tells CNBC "one deal is done" and key Wed is March Core PCE
VIDEO: Equities continue to drift higher, more evidence that many stocks got "washed out." and as long as macro developments remain supportive, we see upside....
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Macro Minute Video
Video: Macro Minute: Quiet day Monday and stocks drifted higher = good sign. Macro key this week, starting Tue
VIDEO: Today is one of the quietest day in markets since April 2 "tariff liberation day" and drifting higher is a good sign. Please click...
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