First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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First Word
While tariff headlines continue to roil markets, multiple reasons to expect markets to find their footing before the April 2 tariff deadline
VIDEO: Equity markets continue to be roiled by White House headlines. While the tariff deadline is 3 weeks away, this doesn't means stocks will see...
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Macro Minute Video
Video: Macro Minute: While tariff headlines continue to roil markets, multiple reasons to expect markets to find their footing before the April 2 tariff deadline
VIDEO: Equity markets continue to be roiled by White House headlines. While the tariff deadline is 3 weeks away, this doesn't means stocks will see...
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Intraday Alert
Feb Core CPI downside +0.23% MoM better than "seasonal" fears and outright good
Feb Core CPI came in at +0.23% MoM, which is better than consensus of +0.29% MoM and the number is clean. That is, the downside...
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First Word
The 20-day 10% correction in S&P 500 is 5th fastest in past 75 years. 5 prior declines were similar "knee jerk" reactions that saw gains 100% time 3M, 6M and 12M later
VIDEO: This 10% correction is the 5th fastest in the last 75 years and history argues this is indiscriminate rage selling. Please click below to...
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Macro Minute Video
Video: Macro Minute: The 20-day 10% correction in S&P 500 is 5th fastest in past 75 years. 5 prior declines were similar "knee jerk" reactions that saw gains 100% time 3M, 6M and 12M later
VIDEO: This 10% correction is the 5th fastest in the last 75 years and history argues this is indiscriminate rage selling. Please click below to...
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First Word
Equities continue to sell-off given lack of visibility of tariffs clouds near-term outlook but odds rising of a dovish Fed
VIDEO: Equities failed to follow thru from Friday's bounce. We discuss several important events this week including the Biz Roundtable Tue and Wed CPI. Please click...
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Macro Minute Video
Video: Macro Minute: Equities continue to sell-off given lack of visibility of tariffs clouds near-term outlook but odds rising of a dovish Fed
VIDEO: Equities failed to follow thru from Friday's bounce. We discuss several important events this week including the Biz Roundtable Tue and Wed CPI. Please click...
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First Word
Last Friday was important as it showed economy facing "less of a growth scare" while we saw incrementally positive glimmers of both the Trump "put" and Fed "put"
VIDEO: Friday was an important day last week as we saw incrementally positive glimmers of a Trump and Fed put, while economy holding up better...
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Macro Minute Video
Video: Macro Minute: Last Friday was important as it showed economy facing "less of a growth scare" while we saw incrementally positive glimmers of both the Trump "put" and Fed "put"
VIDEO: Friday was an important day last week as we saw incrementally positive glimmers of a Trump and Fed put, while economy holding up better...
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