Macro Minute Video
Mon December 4
VIDEO: Macro Minute: Keep on eye on Tue 12/5 close for S&P 500 as we consolidate next few weeks
First Word
Mon December 4
We are dip buyers over next 9 days until 12/13 FOMC, if there is weakness. But we are in "zone of uncertainty"
Macro Minute Video
Sun December 3
VIDEO: Macro Minute: We are dip buyers over next 9 days until 12/13 FOMC, if there is weakness. But we are in "zone of uncertainty"
First Word
Fri December 1
Oct Core PCE affirms Fed has room to move "dovish" in Dec. Powell speaks Friday
Macro Minute Video
Thu November 30
VIDEO: Macro Minute: Oct Core PCE affirms Fed has room to move "dovish" in Dec. Powell speaks Friday
Macro Minute Video
Wed November 29
VIDEO: Macro Minute: A soft core PCE Thu am + likely softer Fed Friday = supportive equities into month end
First Word
Wed November 29
Waller makes surprising "dovish" statements, strengthening case for stocks to "zig up" post Oct Core PCE on Thu.
Macro Minute Video
Tue November 28
VIDEO: Macro Minute: Waller makes surprising "dovish" statements, strengthening case for stocks to "zig up" post Oct Core PCE on Thu.
Macro Minute Video
Mon November 27
VIDEO: Macro Minute: The rise in equity put-call ratio + drop in rates sets up for positive surprise in Wed Oct PCE
First Word
Mon November 27
December Thoughts: Zig-zag our way to a "soft landing" = YE rally
Macro Minute Video
Sun November 26
VIDEO: Macro Minute: December Thoughts: Zig-zag our way to a “soft landing” = YE rally
Alert
Wed November 22
