Macro Minute Video
Video: Macro Minute: Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
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First Word
Investors wary ahead of May FOMC (5/7). While some churning expected post-April 7 rally, we also see improving risk/reward given trade progress.
The May FOMC rate decision and press conference is Wed (May 7th) at 2pm ET. The S&P 500 has recovered >50% of its losses since...
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Appearances
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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