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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Macro Minute Video
Video: Macro Minute: The 'wall of worry' is growing again, prompting investors to de-risk. We still see a choppy Nov start, but ultimately a strong month
Video_: _Investors are seeing a constellation of worries, which is prompting many to sideline. But wall of worries is how markets stage subsequent gains. Please...
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Macro Minute Video
Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points
Video_: _We believe November will be an up month for stocks. Part of this is that strong markets stay strong and the data from last...
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