Macro Minute Video
Video: Macro Minute: 5 reasons we see equities pushing to all-time highs by Labor Day
VIDEO: The persistent strength since 8/5 should continue as we see 5 catalysts into Labor Day. Please click below to view our Macro Minute (duration: 03:15) https://vimeo....
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Macro Minute Video
Video: Macro Minute: Merger Monday is a sign of improving CEO confidence = gains when Fed cuts = positive for small-caps
VIDEO: The number of mergers is stealthily climbing in 2024, a sign of rising CEO confidence. When the Fed begins rate cuts, this should boost...
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Macro Minute Video
Video: Macro Minute: Fed Chair remarks at Jackson Hole likely to solidify that 8/5 was summer low.
VIDEO: The dread post the July FOMC turned into "uncertainty" last week as markets recovered. We believe Jackson Hole will compel many skeptical investors into...
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Macro Minute Video
Video: Macro Minute: While bottoms are a "process," a good July Core CPI tilts "risk-on" at least until Jackson Hole (8/22-8/24)
VIDEO: A good July Core CPI (<+0.25% MoM) might tilt markets to risk-on at least thru the Jackson Hole Economic Symposium 8/23 Please click below...
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Macro Minute Video
Video: Macro Minute: Aug to Oct historically is a tricky period for markets and this year's gauntlet of worries is high
VIDEO: There are 7 concerns facing markets in coming weeks, with the hostilities between Iran and Israel at the top of the list. Core CPI...
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Macro Minute Video
Video: Macro Minute: We are watching 3 things this week. At top of list is Middle East conflict.
VIDEO: There are 3 things we are watching closely this week. At the top of the list is a potential imminent attack by Iran on...
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