Macro Minute Video
Video: Macro Minute: Case-Shiller April price data (Tue 9am ET) likely to confirm home prices YoY set to roll over. Also, Bitcoin selloff from Mt Gox only temporary
VIDEO: The year ago Case-Shiller home prices were rising ~0.80% MoM April thru Sept, and the pace in 2024 is more like +0.30% MoM. This...
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Macro Minute Video
Video: Macro Minute: As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July
VIDEO: As we enter final week of June, the global economy's fundamentals strengthened this month, while inflation weakened = stocks up for the right reasons...
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First Word
The surge in new car inventory points to further goods deflation ahead = inflation falling like a rock = supportive of higher P/E
VIDEO: The important macro news this week is the piling up of new car inventory and this will put downward pressure on car prices and...
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Macro Minute Video
Video: Macro Minute: The surge in new car inventory points to further goods deflation ahead = inflation falling like a rock = supportive of higher P/E
VIDEO: The important macro news this week is the piling up of new car inventory and this will put downward pressure on car prices and...
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Macro Minute Video
Video: Macro Minute: Median P/E (2025) ~16X, same as start of year = stay constructive. Softer retail sales and Manheim pricing raises odds of sooner Fed cuts.
VIDEO: The median multiple of the S&P 500 stock is still 16X P/2025 EPS, very reasonable in our view. Softer incoming data this week points...
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First Word
INTRADAY ALERT: May core CPI downside of +0.16% mom affirms rationale to buy stocks this week and into month end
May Core CPI released this am and it was a huge downside reading at +0.16% mom versus +0.28% consensusThe driver of the downside read was...
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