First Word
Polymarket shows 96% probability shutdown to last beyond 9 more days = dovish Fed
Video_: _NY Fed 1-yr expectations rose in Sept, reflecting anticipated tariff impacts, but the longer-term remained stable at 3%. This is positive. And coupled with...
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First Word
History shows probabilities favor S&P 500 7,000 by YE25 given YTD gains. Gov't shutdown = no jobs report Friday but weak ADP = "dovish" Fed
The government shutdown started at Wed 12:01am ET and this means that we will not be getting data from BLS or any agency until the...
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First Word
S&P 500 is 10% above its 200-dma and recent "local tops" are 13% to 15%... too early to call a top
Video_: _We have been in Seoul this week meeting with investors. To us, it seems like many have expressed concerns about a possible market top...
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First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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First Word
MARKETING DECK: Dovish Fed is a positive, driving a broadening economy
STILL A BULL MARKET: USA LEADERSHIP VERSUS REST OF WORLDINVESTMENT OUTLOOK BETTER NOW THAN START OF 2025FED MORE DOVISH IN 2026US COS SURVIVED 6TH MAJOR...
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First Word
$ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
Video_: _Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data...
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