First Word
July showing pullbacks remain shallow. The continued strength in high-yield shows the economy remains healthy.
VIDEO: Ahead of the June jobs report, bonds markets are quietly pricing in 2.6 cuts versus 1.7 after June FOMC. This while high yield spreads...
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Macro Minute Video
First Word
3 things we are watching in July. Investors still stubbornly bearish after +28% gain from April lows.
VIDEO: We are keeping a "side eye" on a few things in July, including tariff deadlines, FOMC rate decision and the favorable seasonals. The latest...
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Macro Minute Video
Video: Macro Minute: 3 things we are watching in July. Investors still stubbornly bearish after +28% gain from April lows.
VIDEO: We are keeping a "side eye" on a few things in July, including tariff deadlines, FOMC rate decision and the favorable seasonals. The latest...
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Macro Minute Video
Video: Macro Minute: June jobs report key data this week and overall, data holding up better than expected
VIDEO: This is a busy week for data. Starting Tuesday is June ISM and May JOLTS as well as Fed Chair Powell on a panel. ...
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Macro Minute Video
Video: Macro Minute: S&P 500 touches all-time high and this remains the "most hated v-shaped rally" and we see 6,600 by YE
VIDEO: S&P 500 is touching all-time highs. This is not entirely surprising since Bitcoin leads the S&P 500 by roughly one-month. What surprises us is...
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