First Word
Wed, January 8, 2025 | 7:50AM ET

Rise in US 10-yr yields clearly pressuring stocks, but Newton (Head of Technical Strategy) sees lower yields by year-end. Day 5 of "first 5 days" is Wed 1/8

VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...

Macro Minute Video
Tue, January 7, 2025 | 9:08PM ET

Video: Macro Minute: Rise in US 10-yr yields clearly pressuring stocks, but Newton (Head of Technical Strategy) sees lower yields by year-end. Day 5 of "first 5 days" is Wed 1/8

VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...

First Word
Mon, January 6, 2025 | 7:50AM ET

S&P 500 closing above 5,881.63 on 1/8 (Wed) key to "first 5 days" -- don't let recency bias fuel bearish views.

VIDEO: We are closely watching the S&P 500 close on Wed 1/8 as this invokes the "rule of first 5 days" Please click below to view...

First Word
Wed, January 1, 2025 | 7:50AM ET

2024 ending on a "whimper." Since 1928, weak final week = strong Jan 2025.

Equity markets are ending 2024 with a whimper. The S&P 500 has been down 4 of the 5 final trading days of 2024. Yet, equities...

First Word
Mon, December 30, 2024 | 7:45AM ET

Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.

VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...

Macro Minute Video
Sun, December 29, 2024 | 10:43PM ET

Video: Macro Minute: Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.

VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...

Macro Minute Video
Mon, December 23, 2024 | 8:49PM ET

Video: Macro Minute: Mark Newton notes a bounce likely underway. 2025 setup still positive

VIDEO: We discuss how 20% back-to-back years cannot be viewed in isolation, and we should look at the preceding year or 2022. This puts 3-yr cumulative...