First Word
Wed, May 22, 2024 | 7:40AM ET
We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.
Macro Minute Video
Tue, May 21, 2024 | 7:59PM ET
Video: Macro Minute: We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.
First Word
Mon, May 20, 2024 | 10:38PM ET
GRANNY SHOTS: May 2024 Super Granny update
First Word
Fri, May 17, 2024 | 2:55PM ET
INTRADAY ALERT: An important AI week ahead. We advise continuing to "buy the dip" for May (and probably June)
First Word
Wed, May 15, 2024 | 9:58AM ET
INTRADAY ALERT: April Core CPI +0.29% MoM is a good thing, with auto insurance and shelter easing. Supports stocks higher in May.
First Word
Wed, May 15, 2024 | 7:45AM ET
APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
Macro Minute Video
Tue, May 14, 2024 | 9:05PM ET
Video: Macro Minute: APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
Macro Minute Video
Mon, May 13, 2024 | 7:02PM ET
Video: Macro Minute: April Core CPI (Wed) comes to swing of housing and auto insurance. We expect +0.29% or better = good vs consensus of +0.30%
First Word
Fri, May 10, 2024 | 7:50AM ET
April CPI (next week) could increase market expectation of Fed cuts back to 2-2.5 (from 1.8). S&P 500 +1.7% week to date, a reminder "never short a dull market"
Macro Minute Video
Thu, May 9, 2024 | 8:47PM ET
Video: Macro Minute: April CPI (next week) could increase market expectation of Fed cuts back to 2-2.5 (from 1.8). S&P 500 +1.7% week to date, a reminder "never short a dull market"
First Word
Wed, May 8, 2024 | 7:45AM ET
5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.
Macro Minute Video
Tue, May 7, 2024 | 8:23PM ET
