First Word
Mon, December 9, 2024 | 7:45AM ET

Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).

VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...

Macro Minute Video
Sun, December 8, 2024 | 6:17PM ET

Video: Macro Minute: Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).

VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...

First Word
Fri, December 6, 2024 | 7:45AM ET

Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good

VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...

Macro Minute Video
Wed, December 4, 2024 | 11:42PM ET

Video: Macro Minute: Fed Chair Powell comments at NY Times/Dealbook hints at slower pace of cuts. But we see this as actually constructive

VIDEO: We discuss the fact the Fed needs to move to Neutral, and a slower pace of cutting means a longer dovish cycle. Also, Bitcoin...

Macro Strategy
Tue, December 3, 2024 | 6:01PM ET

Video: Macro Minute: JOLTS (Oct) give markets pause on whether Fed "pauses" -- but larger picture remains that Dec seasonals strong

VIDEO: We discuss how today's JOLTS (job openings) report might be distorted by Hurricanes and strikes. And the case for a Dec rally remains intact...

Macro Minute Video
Mon, December 2, 2024 | 5:32PM ET

Video: Macro Minute: Today's Nov ISM of 48.4 (vs 47.6) shows US manufacturing likely on road to recovery = supportive for equities into YE

VIDEO: We discuss how the incoming macro is supportive of stocks in the near term. Moreover, we see the probabilities rising that Bitcoin exceeds $100,000...

First Word
Mon, December 2, 2024 | 7:00AM ET

4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips

VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300.  But we discuss the possible reasons for a "zone of hestiation"...