Macro Minute Video
Video: Macro Minute: Today is first signs "Trump put" returning. But stocks weaken as markets see a deteriorating economic outlook. Friday jobs key
VIDEO: Today saw the first signs that the "Trump put" might be returning. But growth worries weigh on stocks. Please click below to view our Macro...
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First Word
Weak Feb ADP jobs might be harbinger of a weak Fri jobs report = return of Fed + Trump put
VIDEO: Today had first signs of capitulatory behavior as weak ADP report brought odds of a May Fed cut to 45% early in the day....
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Macro Minute Video
Video: Macro Minute: Weak Feb ADP jobs might be harbinger of a weak Fri jobs report = return of Fed + Trump put
VIDEO: Today had first signs of capitulatory behavior as weak ADP report brought odds of a May Fed cut to 45% early in the day....
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First Word
A "10 best days" probably coming this week. Since 1928, missing "10 best days" in a year cuts returns from 8% annually to -13% (or -2,100bp) and -2,200bp since 2015.
VIDEO: We are seeing signs of investor panic, and while many want to exit the market, the "rule of 10 best days" strongly argues against...
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Macro Minute Video
Video: Macro Minute: A "10 best days" probably coming this week. Since 1928, missing "10 best days" in a year cuts returns from 8% annually to -13% (or -2,100bp) and -2,200bp since 2015.
VIDEO: We are seeing signs of investor panic, and while many want to exit the market, the "rule of 10 best days" strongly argues against...
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First Word
Equity markets again buffeted by tariff headlines, but of the gauntlet of items this week, Tariff day might be the "worst"
VIDEO: It is clear markets are most bothered by tariffs, which go into effect just past midnight on 3/4. With the surge in VIX, and hedge...
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