Video: Macro Minute: Friday 32% surge in VIX seen at 'local low' and points to new highs by mid-Nov. 3Q25 EPS season starts this week, led by banks Tuesday am $JPM $GS $BLK $C

Video: The 32% surge in VIX triggered substantial deleveraging, which since 1990 is often a sign of a local low. We expect stocks to rebound sharply and reach new highs by mid-Nov. Bank earnings kick off 3Q25 earnings season starting Tuesday.

Please click here to view our Macro Minute (duration: 5:03).

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50 SMID Granny Shot Ideas: We performed our quarterly rebalance on 8/17. Full stock...

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