First Word
5 reasons 2025 tracking above our "base case" (so far) = good.
VIDEO: 2025 is tracking better than our original expectations made in early Dec with 5 primary reasons driving this. Please click below to view our Macro...
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First Word
Inauguration marks start pro-biz regime. ISM expected to recover to 50 in 2025, reversing longest ever stretch below 50 (26 months) = higher EPS = higher stocks.
VIDEO: The inauguration of the 47th President marks a focus on a pro-biz environment, and this is a bigger deal than many realize. Please click...
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First Word
Positive week with fundamental surprise (soft CPI) and early signs of sentiment capitulation = 2025 tracking well.
VIDEO: This was a positive week for markets because we saw favorable CPI readings which quell inflation hysteria and there are signs of market capitulation....
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
Important macro week ahead with CPI, PPI and also 4Q24 earnings season starts with $JPM and others.
VIDEO: We discuss how the macro has muddled in the past few weeks stemming from multiple factors but the fundamentals remain intact. Technicals however remain...
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First Word
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...
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