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Is Circle Overvalued or Is Coinbase Undervalued?
In today’s update, we unpack the Fed’s pivot from data dependence to selective forward guidance and consider what it means for markets. We then turn...
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Fed Watch
Dual Mandate Duel
As expected, the Federal Reserve maintained its benchmark policy rate at 4.25%–4.50%. In the first Summary of Economic Projections since the April tariff announcement, Fed...
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Daily Technical Strategy
Waning breadth signals a choppier time ahead
A CHOPPIER PERIOD FOR EQUITIES LOOKS TO HAVE BEGUN FOR US INDICES AS BOTH SPX AND QQQ HAVE SHOWN SOME SIGNS OF MINOR CONSOLIDATION. WHILE I...
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Macro Minute Video
Video: Macro Minute: Fed on hold (no surprise) but Q&A shows confusion from “data dependent” Fed to “forward looking” hawkish Fed
VIDEO: While stocks traded flat today, versus our expectations for a rally, it is also evident to us that markets are questioning why the Fed...
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First to Market
Dollar’s Alone in its Worries
Editors’ note: We won’t be publishing First to Market on Thursday, as markets will be closed in observance of Juneteenth. _“Rule number one is, don’t...
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First Word
Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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