Macro Minute Video
Mon, March 10, 2025 | 10:47PM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59

First Word
Mon, March 10, 2025 | 7:50AM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59

Macro Minute Video
Sun, March 9, 2025 | 5:45PM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59

First Word
Thu, March 6, 2025 | 7:50AM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59

Macro Minute Video
Wed, March 5, 2025 | 7:37PM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59

First Word
Wed, March 5, 2025 | 7:50AM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59

Macro Minute Video
Tue, March 4, 2025 | 9:12PM ET

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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Visitor: ee6277-cc6efa-ea9580-7af7a3-364f59