First Word
Mostly good news in the June NY Fed survey. 1-yr inflation back to pre-tariff levels, when the Fed was in "cutting mode."
Video: The June NY Fed consumer survey showed widespread good news for consumers, including 1-yr inflation expectations back to pre-tariff levels (when Fed was cutting),...
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Macro Minute Video
Video: Macro Minute: Mostly good news in the June NY Fed survey. 1-yr inflation back to pre-tariff levels, when the Fed was in "cutting mode."
VIDEO: The June NY Fed consumer survey showed widespread good news for consumers, including 1-yr inflation expectations back to pre-tariff levels (when Fed was cutting),...
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Macro Minute Video
Video: Macro Minute: After 6 Black Swans, the S&P 500 equal weight P/E shrank from 17.6X to 16.9X... which is why we see P/E expansion next few years
VIDEO: The fact the S&P 500 faced 6 Black Swans in the past 5 years and yet managed to grow earnings is testament to the...
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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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Featured Research
Washed Out Stocks
