Macro Minute Video
Video: Macro Minute: Positive surprise as 3 trade deals signed with Japan, Indonesia and Philippines
VIDEO: There are many investors worried about the August 1 tariff deadline. But after the close, a major trade deal was announced with Japan, and...
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Macro Minute Video
Video: Macro Minute: 2Q25 earnings season off to a strong start with 80% beating and by 8% = double digit 2Q25 EPS
VIDEO: Earning season is underway and this is one of the heaviest weeks. The concerns about tariffs are not as prevalent in the reports, nor...
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Macro Minute Video
Video: Macro Minute: June PPI + July Fed Beige Book show little signs of inflation = good. 2Q25 EPS season off to a solid start
VIDEO: PPI should lead CPI inflation since this is the inflation seen by producers. For June, this PPI core inflation was slightly negative. There are...
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Macro Minute Video
Video: Macro Minute: This week's June Core CPI and 2Q25 EPS season are likely the positive catalysts to push S&P 500 to upside breakout... following Bitcoin surge
VIDEO: Bitcoin has been leading the S&P 500 by about a month. And the recent upside breakout in Bitcoin bodes well for S&P 500. We see the...
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Macro Minute Video
Video: Macro Minute: June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
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