Macro Minute Video
Mon, July 1, 2024 | 7:08PM ET
Video: Macro Minute: Technology consolidating but likely to lead in 2H
First Word
Mon, July 1, 2024 | 7:50AM ET
Looking at 2H 2024, strong stays strong. Stick with 1H winners and themes.
Macro Minute Video
Sun, June 30, 2024 | 8:56PM ET
Video: Macro Minute: Looking at 2H 2024, strong stays strong. Stick with 1H winners and themes.
Macro Minute Video
Wed, June 26, 2024 | 6:44PM ET
Video: Macro Minute: Incoming data this week points to weaker inflation in months ahead = positive. By contrast, Fed speak leans "hawkish" given (hard) data dependence
First Word
Tue, June 25, 2024 | 7:29PM ET
GRANNY SHOTS: June 2024 Super Granny update
Macro Minute Video
Mon, June 24, 2024 | 4:15PM ET
Video: Macro Minute: Case-Shiller April price data (Tue 9am ET) likely to confirm home prices YoY set to roll over. Also, Bitcoin selloff from Mt Gox only temporary
First Word
Mon, June 24, 2024 | 7:50AM ET
As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July
Macro Minute Video
Sun, June 23, 2024 | 9:15PM ET
Video: Macro Minute: As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July
First Word
Fri, June 21, 2024 | 7:50AM ET
The surge in new car inventory points to further goods deflation ahead = inflation falling like a rock = supportive of higher P/E
Macro Minute Video
Thu, June 20, 2024 | 9:05PM ET
Video: Macro Minute: The surge in new car inventory points to further goods deflation ahead = inflation falling like a rock = supportive of higher P/E
Macro Minute Video
Tue, June 18, 2024 | 7:23PM ET
Video: Macro Minute: Median P/E (2025) ~16X, same as start of year = stay constructive. Softer retail sales and Manheim pricing raises odds of sooner Fed cuts.
Macro Minute Video
Mon, June 17, 2024 | 7:13PM ET
