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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Macro Minute Video
Video: Macro Minute: 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: Macro Minute:
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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First Word
2024 ending on a "whimper." Since 1928, weak final week = strong Jan 2025.
Equity markets are ending 2024 with a whimper. The S&P 500 has been down 4 of the 5 final trading days of 2024. Yet, equities...
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First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
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