Macro Minute Video
Video: Macro Minute: NVDA results beat and major relief for investors = expect positive follow through for equities
Video_: _We had expected equities would rally post-NVDA, partially due to relief and partially reflecting that the stock was down into earnings. We still expect...
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Macro Minute Video
Video: Macro Minute: All eyes on NVDA. Given stock flat past 5 mos and caution on AI, probabilities favor post-EPS rally
Video_: _NVDA stock has been flat for the past 5 months and the P/E is the lowest since June 2025. So a lot of caution...
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Macro Minute Video
Video: Macro Minute: Private credit jitters brings up the wall of worry again, but we see macro catalysts as we move through this week
Video_: _Equity markets are again nervous and the wall of worry is growing. The VIX surged today to 22, above the long-term avg of 19.5,...
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Macro Minute Video
Video: Macro Minute: Turbulence grows as Fed officials push back against Dec cut. Still in Nov chop but we see gains by month end
Video_: _Fed officials are still pushing back against a Dec cut, which is making markets more wary. And markets have a new "wall of worry"...
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Macro Minute Video
Video: Macro Minute: Markets still climbing a wall of worry, but performance chasing is a bigger positive tailwind
Video_: _We were at a conference earlier this week, and we met with many investors. The skepticism into year-end is rising due to the recent...
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Macro Minute Video
Video: Macro Minute: November tracking as expected, choppy first two weeks. And with govt shutdown ending, we still see 7,000 before end of month
Video_: _The longest govt shutdown in history is finally over. This is good news, restoring liquidity to markets. And this is setting the stage for...
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