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Earnings Daily
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Daily Technical Strategy
Russell 3k breadth data has shown excellent progress this week
THE NEAR-TERM TREND FOR US EQUITIES HAS TURNED BACK TO POSITIVE, GIVEN THAT BOTH SPX AND QQQ HAVE CONVINCINGLY PUSHED BACK OVER LAST THURSDAY’S HIGHS. ...
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First to Market
What Does Google’s Advance Mean For Nvidia And The AI Trade?
CHART OF THE DAY GOOD MORNING! Google’s on a roll worthy of envy. But as its update to Gemini reshuffles the AI leaderboard, investors remain...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: We continue to expect stocks to rally into YE. Equity markets like the potential of a dovish new Fed Chair
Video_: _Equity markets continued to climb higher, after the grinding selloff since the Oct highs. In our view, the rally into YE remains intact. Please...
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Crypto - Comments
Dovish Repricing Helps Risk Assets While MSTR Drives Divergence
DISCUSSED IN TODAY'S VIDEO:HASSETT TRIAL BALLOON: Markets interpreted Kevin Hassett’s emergence as Trump’s top Fed Chair pick as a dovish signal.DOVISH REPRICING POTENTIAL: Fed Funds...
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