Macro Minute Video
Video: Macro Minute: Important macro week ahead with CPI, PPI and also 4Q24 earnings season starts with $JPM and others.
VIDEO: We discuss how the macro has muddled in the past few weeks stemming from multiple factors but the fundamentals remain intact. Technicals however remain...
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Intraday Alert
It's politics...U Mich inflation surge solely political divide. Rep see +0.1% vs Dems see +4.2%... Yup
Equity markets are under selling pressure due in part to a solid jobs report (actually a good thing) and intensified by a "really hot" U...
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Macro Minute Video
Video: Macro Minute: S&P 500 closes positive "first 5 days" which strengthens our base case for 6,600. Fed minutes show FOMC members see inflation drivers actually stalling, consistent with our view
VIDEO: The first 5 days was positive, which is a good omen. The FOMC minutes show Fed officials acknowledge core components inflation weakening, but uncertainty...
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First Word
Rise in US 10-yr yields clearly pressuring stocks, but Newton (Head of Technical Strategy) sees lower yields by year-end. Day 5 of "first 5 days" is Wed 1/8
VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...
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Macro Minute Video
Video: Macro Minute: Rise in US 10-yr yields clearly pressuring stocks, but Newton (Head of Technical Strategy) sees lower yields by year-end. Day 5 of "first 5 days" is Wed 1/8
VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...
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First Word
S&P 500 closing above 5,881.63 on 1/8 (Wed) key to "first 5 days" -- don't let recency bias fuel bearish views.
VIDEO: We are closely watching the S&P 500 close on Wed 1/8 as this invokes the "rule of first 5 days" Please click below to view...
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