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Macro Minute Video
Video: Macro Minute: It is obvious markets do not want the White House to replace Powell, and Polymarket thankfully only shows 20% odds
VIDEO: Equity markets continue to suffer from uncertainty and the risk of ending Fed independence would be adverse. Please click below to view our Macro Minute (duration:...
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Crypto - Comments
BTC Divergence Continues, SOL Attracts Another Corporate Bidder
In today's video we discuss the implications of bitcoin’s continued outperformance relative to equities and the impact of Upexi’s $100 million raise on SOL. https://vimeo....
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Daily Technical Strategy
Extent of VIX and High Yield Spread retreat looks comforting
US EQUITIES HAVE REMAINED IN A FRAGILE PERIOD OF CHOPPY CONSOLIDATION LATELY, AND DESPITE SPX BEING UP 5% FROM THE 4/7 INTRA-DAY LOWS OF 4835,...
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US Policy
Tariffs and IMF, Fed, Congress in Recess
This week, finance ministers from around the globe will descend on Washington, as the IMF holds its annual spring meeting. The U.S. administration's tariff policy...
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First to Market
Is The Recession Playbook Working?
GOOD MORNING! The usual market dynamics seem to no longer work. Treasurys, which are supposed to hedge portfolios against steeper declines posted by stocks, aren’t...
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Earnings Daily
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