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First to Market
Buybacks, Trump, and Jesse Jackson
CHART OF THE DAY GOOD MORNING! In the 1990s, the Rev. Jesse Jackson demanded that Nike NKE -1.05% include black representation on its board and partner...
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Earnings Daily
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Daily Technical Strategy
AAPL’s breakthrough quarter likely to help Technology rebound continue
NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND BOTH SPX AND QQQ HAVE PUSHED BACK TO NEW ALL-TIME HIGHS WHILE THE BROADER MARKET HAS REMAINED FAR...
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First to Market
Yen and the Art of Carry-Trade Maintenance
CHART OF THE DAY GOOD MORNING! We've noted recently that the so-called bond vigilantes who seemed to act as a check on the more extreme...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: FOMC rate decision "no cut" as expected. But Fed is incrementally dovish as they see narrowing risks and 2 dissenters for a cut
Video_: _The Fed is taking an incremental step to be dovish and this is evidence by Powell further reducing the risk of inflation. Moreover, overall...
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Fed Watch
FOMC Holds Line, So Do Markets
As expected, the Federal Reserve on Jan. 28, 2026 maintained its benchmark policy rate at 3.50-3.75%. The decision was not unanimous, as two of the...
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Daily Technical Strategy
Chinese Equities start to outperform SPX with falling Dollar & Bifurcation within US Technology
NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND BOTH SPX AND QQQ HAVE PUSHED BACK TO NEW ALL-TIME HIGHS WHILE THE BROADER MARKET HAS REMAINED FAR...
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First to Market
Bond Voyage – Corporate Debt Signals Two Possible Paths Ahead
CHART OF THE DAY GOOD MORNING! Last week, my colleague Hardika Singh wrote about the recent surge in investor demand for corporate bonds citing it...
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Earnings Daily
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