Macro Minute Video
Video: Macro Minute: Week tracking for a slight gain, another sign of market resilience. Jan jobs (Fri) could pull forward a rate cut.
VIDEO: Overall, its been a good week, with equities showing resilience. The jobs report matters on Friday. Please click below to view our Macro Minute (duration: 5:39)....
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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Macro Minute Video
Video: Macro Minute: GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025. Please click below to view our Macro Minute (duration: 4:58)....
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Macro Minute Video
Video: Macro Minute: TARIFFS: Equity markets "over-reacted" and glad to see positive developments thru the day
VIDEO: TARIFF UPDATE: Border concessions by Mexico and Canada suggest this is a "drug war. Creation of Sov wealth fund is now a "third put"...
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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Macro Minute Video
Video: Macro Minute: White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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