Macro Minute Video
Video: Macro Minute: Plurality of investors still cautious. May Core CPI Wed, and shelter will be key.
VIDEO: May Core CPI Wed and we think the key to watch is housing costs, which have been 55% of total rise in inflation since...
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Macro Minute Video
Video: Macro Minute: Important macro week ahead, data likely to show cooling inflation expectations and hopefully "tame" CPI. Pullbacks likely remain shallow
VIDEO: In our view, positioning remains cautious, which is why pullbacks remain shallow. There is important inflation data this week, but we expect to be...
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First Word
Feud between Trump/Musk trigger mild de-risking but we view as transitory. Similarly, the sell-off in Tesla $TSLA is overdone.
VIDEO: The dispute escalated quickly between Trump and Musk. We discuss why the book "The Hypomanic Edge" explains a lot of what we are seeing....
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Macro Minute Video
Video: Macro Minute: Feud between Trump/Musk trigger mild de-risking but we view as transitory. Similarly, the sell-off in Tesla $TSLA is overdone.
VIDEO: The dispute escalated quickly between Trump and Musk. We discuss why the book "The Hypomanic Edge" explains a lot of what we are seeing....
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Macro Minute Video
Video: Macro Minute: Economic data highlights US economy holding up better than expected, particularly Biege book details. Still "most hated" V-shaped rally
VIDEO: The incoming economic data was mostly favorable. It highlights a US economy still expanding, evidenced by the Beige Book. And there seems to be...
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First Word
On a "quiet" macro week, equities rise... further evidence investors under-exposed. Is the next move a melt-up rally?
VIDEO: The fact that stocks continue to rally on “quiet” macro is really telling. And evidence that more investors are cautiously positioned or even outright...
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Macro Minute Video
Video: Macro Minute: On a "quiet" macro week, equities rise… further evidence investors under-exposed. Is the next move a melt-up rally?
VIDEO: The fact that stocks continue to rally on “quiet” macro is really telling. And evidence that more investors are cautiously positioned or even outright...
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Macro Minute Video
Video: Macro Minute: The sharp reversal higher in equities highlights pullbacks remain shallow. And this remains the "most hated" V-shaped rally
VIDEO: Equities opened down sharply but reversed higher into the close and reaching nearly a new post-tariff crash high. To us, this reflects that in...
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First Word
5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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Macro Minute Video
Video: Macro Minute: 5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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