First Word
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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First Word
Positive developments on tariff front as Lutnick tells CNBC "one deal is done" and key Wed is March Core PCE
VIDEO: Equities continue to drift higher, more evidence that many stocks got "washed out." and as long as macro developments remain supportive, we see upside....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
Thursday's Zweig breadth thrust is the 4th confirming signal high probability "low is in" for equities even as macro remains uncertain. 22 Large-cap ideas and 27 SMID-cap
VIDEO: While the chasm between macro (bearish) and equity internals (bullish) is wide, Thursday we got the 4th confirming signal. Please click below to view...
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First Word
Positive policy shock puts markets in a better place as high yield recovers 50% of widening. TSLA rally on poor results strengthens case it is "washed out
VIDEO: We believe markets are in a better place today compared to last week as White House moving towards de-escalation. Please click below to view...
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First Word
White House hints at de-escalation Tuesday and Bessent Wed speech at IIF to be closely watched
VIDEO: Stocks managed to recover ground on Tuesday as it appears the White House wants to de-escalate tariff deliberations and we will closely watch Bessent’s...
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