Macro Minute Video
Video: Macro Minute: S&P 500 touches all-time high and this remains the "most hated v-shaped rally" and we see 6,600 by YE
VIDEO: S&P 500 is touching all-time highs. This is not entirely surprising since Bitcoin leads the S&P 500 by roughly one-month. What surprises us is...
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Macro Minute Video
Video: Macro Minute: Leadership YTD in markets comes from Bitcoin and AI. Pullbacks remains shallow, in our view, due to continued market skepticism
VIDEO: The resilience of equities reflects both the improving visibility of tariffs, geopolitical and inflation and also negative skepticism by investors and the resulting short...
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First Word
In our view, tariffs are more a "tax" and therefore not inflationary. Powell giving "glimpses" of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Macro Minute Video
Video: Macro Minute: In our view, tariffs are more a “tax” and therefore not inflationary. Powell giving “glimpses” of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Macro Minute Video
Video: Macro Minute: US bombing Iran is not the "Black Swan" many feared and now peace is near. This supports more upside into YE
VIDEO: We have long said that markets tend to "sell the build-up and buy the invasion" and this was again demonstrated today as stocks gained...
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Macro Minute Video
Video: Macro Minute: Fed on hold (no surprise) but Q&A shows confusion from “data dependent” Fed to “forward looking” hawkish Fed
VIDEO: While stocks traded flat today, versus our expectations for a rally, it is also evident to us that markets are questioning why the Fed...
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First Word
Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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Macro Minute Video
Video: Macro Minute: Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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Macro Minute Video
Video: Macro Minute: Fed meeting focus this week, but bond markets see falling inflation ahead. As we noted, Israel-Iran war not a risk changer and we expect dips to be bought
VIDEO: As we noted Friday, the Israel-Iran war likely does not alter our market views. While Fed meeting is this week, keep in mind bond...
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Macro Minute Video
Video: Macro Minute: May Core CPI reveals inflation falling like a rock as housing cooling will more than offset any future tariff bump = dovish Fed in 2026 = P/E expansion
VIDEO: May Core CPI came in at half of expectations at +0.13% MoM (vs +0.28%) and housing and auto insurance were +0.12% and +0.02% of...
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