Macro Minute Video
Video: Macro Minute: Fed meeting focus this week, but bond markets see falling inflation ahead. As we noted, Israel-Iran war not a risk changer and we expect dips to be bought
VIDEO: As we noted Friday, the Israel-Iran war likely does not alter our market views. While Fed meeting is this week, keep in mind bond...
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Macro Minute Video
Video: Macro Minute: May Core CPI reveals inflation falling like a rock as housing cooling will more than offset any future tariff bump = dovish Fed in 2026 = P/E expansion
VIDEO: May Core CPI came in at half of expectations at +0.13% MoM (vs +0.28%) and housing and auto insurance were +0.12% and +0.02% of...
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Macro Minute Video
Video: Macro Minute: Plurality of investors still cautious. May Core CPI Wed, and shelter will be key.
VIDEO: May Core CPI Wed and we think the key to watch is housing costs, which have been 55% of total rise in inflation since...
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Macro Minute Video
Video: Macro Minute: Important macro week ahead, data likely to show cooling inflation expectations and hopefully "tame" CPI. Pullbacks likely remain shallow
VIDEO: In our view, positioning remains cautious, which is why pullbacks remain shallow. There is important inflation data this week, but we expect to be...
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Macro Minute Video
Video: Macro Minute: Feud between Trump/Musk trigger mild de-risking but we view as transitory. Similarly, the sell-off in Tesla $TSLA is overdone.
VIDEO: The dispute escalated quickly between Trump and Musk. We discuss why the book "The Hypomanic Edge" explains a lot of what we are seeing....
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Macro Minute Video
Video: Macro Minute: Economic data highlights US economy holding up better than expected, particularly Biege book details. Still "most hated" V-shaped rally
VIDEO: The incoming economic data was mostly favorable. It highlights a US economy still expanding, evidenced by the Beige Book. And there seems to be...
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