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Head of Research
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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VIDEO: The first 5 days was positive, which is a good omen. The FOMC minutes show Fed officials acknowledge core components inflation weakening, but uncertainty...
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...
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...
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...
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...
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