Macro Minute Video
Video: Macro Minute: Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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Macro Minute Video
Video: Macro Minute: Incoming data today supporting of "no landing" including MBA mortgages and ADP. Tailwinds stronger than headwinds
VIDEO: Incoming data today is supportive of a "no landing" which is good. ADP jobs Sept suggests Friday jobs could surprise to upside. Tailwinds are...
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Macro Minute Video
Video: Macro Minute: October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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Macro Minute Video
Video: Macro Minute: Fed Chair Powell comments at NABE inline. 3 fundamental drivers remain tailwind into YE.
VIDEO: The S&P 500 closed Sept with a gain, making 8 of 9 months for gains, a sign of a strong market. While Oct has...
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Macro Minute Video
Video: Macro Minute: Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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Macro Minute Video
Video: Macro Minute: 19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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