Video: Macro Minute: Waller dovish comments support stocks in September. Waller argues tariff inflation transitory, which is our base case

VIDEO: We continue to have a positive view on equities in September. There is a lot of Fed speak, especially from voting members, but we are playing closest attention to Waller. His view that tariff inflation is transitory mirrors our stance. And he also agrees tariffs are a tax.

Please click here to view our Macro Minute (duration: 3:52).

Video: Macro Minute: Waller dovish comments support stocks in September. Waller argues tariff inflation transitory, which is our base case

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50 SMID Granny Shot Ideas: We performed our quarterly rebalance on 8/17. Full stock list here -> Click here

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