Macro Minute Video
Thu, December 5, 2024 | 5:10PM ET

Video: Macro Minute: Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good

VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...

Macro Minute Video
Wed, December 4, 2024 | 11:42PM ET

Video: Macro Minute: Fed Chair Powell comments at NY Times/Dealbook hints at slower pace of cuts. But we see this as actually constructive

VIDEO: We discuss the fact the Fed needs to move to Neutral, and a slower pace of cutting means a longer dovish cycle. Also, Bitcoin...

Macro Strategy
Tue, December 3, 2024 | 6:01PM ET

Video: Macro Minute: JOLTS (Oct) give markets pause on whether Fed "pauses" -- but larger picture remains that Dec seasonals strong

VIDEO: We discuss how today's JOLTS (job openings) report might be distorted by Hurricanes and strikes. And the case for a Dec rally remains intact...

Macro Minute Video
Sun, December 1, 2024 | 8:56PM ET

Video: Macro Minute: 4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips

VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300.  But we discuss the possible reasons for a "zone of hestiation"...

Intraday Alert
Wed, November 27, 2024 | 1:10PM ET

Oct Core PCE +0.27% MoM is +0.23% ex-magazines. Affirms inflation "falling like a rock" and Fed stays dovish

Today's Oct Core PCE came in at +0.27% MoM, slightly better than consensus of +0.28%. The YoY came in at +2.80% YoY. The details of...

Macro Minute Video
Tue, November 26, 2024 | 7:47PM ET

Video: Macro Minute: Our Oct survey of institutional investors shows far fewer see MAG7 leading in 2025

VIDEO: Our monthly survey of clients shows that only 48% of institutions see MAG7 leading in 2025 (64% FS insight) and instead tilting towards pure...

First Word
Mon, November 25, 2024 | 10:03PM ET

November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.

TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...