Macro Minute Video
Video: Macro Minute: Fed on hold (no surprise) but Q&A shows confusion from “data dependent” Fed to “forward looking” hawkish Fed
VIDEO: While stocks traded flat today, versus our expectations for a rally, it is also evident to us that markets are questioning why the Fed...
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Macro Minute Video
Video: Macro Minute: Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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Macro Minute Video
Video: Macro Minute: Fed meeting focus this week, but bond markets see falling inflation ahead. As we noted, Israel-Iran war not a risk changer and we expect dips to be bought
VIDEO: As we noted Friday, the Israel-Iran war likely does not alter our market views. While Fed meeting is this week, keep in mind bond...
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Macro Minute Video
Video: Macro Minute: May Core CPI reveals inflation falling like a rock as housing cooling will more than offset any future tariff bump = dovish Fed in 2026 = P/E expansion
VIDEO: May Core CPI came in at half of expectations at +0.13% MoM (vs +0.28%) and housing and auto insurance were +0.12% and +0.02% of...
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Macro Minute Video
Video: Macro Minute: Plurality of investors still cautious. May Core CPI Wed, and shelter will be key.
VIDEO: May Core CPI Wed and we think the key to watch is housing costs, which have been 55% of total rise in inflation since...
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Macro Minute Video
Video: Macro Minute: Important macro week ahead, data likely to show cooling inflation expectations and hopefully "tame" CPI. Pullbacks likely remain shallow
VIDEO: In our view, positioning remains cautious, which is why pullbacks remain shallow. There is important inflation data this week, but we expect to be...
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Washed Out Stocks
