Macro Minute Video
Video: Macro Minute: Inflation in focus this week with Oct CPI Wed 11/13 and PPI Thu 11/14. Stay on Target, focus on small-caps
VIDEO: Important inflation reports coming this week, CPI and PPI. While the month over month might not show much progress for Core CPI, the overall...
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First Word
Key Nov FOMC takeaway is Fed remains dovish. Another support for a YE rally.
VIDEO: There were several takeaways from Nov FOMC rate decision. But the most important is the Fed is on a path to Neutral and recent...
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Macro Minute Video
Video: Macro Minute: Key Nov FOMC takeaway is Fed remains dovish. Another support for a YE rally.
VIDEO: There were several takeaways from Nov FOMC rate decision. But the most important is the Fed is on a path to Neutral and recent...
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Macro Minute Video
Video: Macro Minute: Everyday is now a "new day" without the election cycle. The case for a 5% to 10% rally into YE remains strong
VIDEO: We highlight that Fed dovish trades and Trump win trades are the same: Buy small-caps, Bitcoin and Financials and Industrials. These groups also worked...
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First Word
Polymarket shows 54% probability election decided by Wed evening... positive "market surprise." Stocks rally into YE regardless of winner
Polls close Tuesday evening and investors now wait to see who is elected our next President and Congress. Media outlets are predicting an election outcome...
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Macro Minute Video
Video: Macro Minute: Polymarket shows 54% probability election decided by Wed evening... positive "market surprise." Stocks rally into YE regardless of winner
VIDEO: We wanted to provide you the fundamental rationale why stocks rally with either candidate winning. Please click below to view our Macro Minute (duration: 5:18). https://vimeo....
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