Macro Minute Video
Video: Macro Minute: Jan FOMC and 4 Mag7 EPS reports likely support "buy the dip" post-DeepSeek AI panic. Watch the S&P 500 close on 1/31.
VIDEO: Wed is an important day to reinforce the "buy the dip" with 4 MAG7 set to report and Jan FOMC, which we expect to...
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Macro Minute Video
Video: Macro Minute: BTND: NVDA -17% fall Monday is the 9th worst ever in a day and only 4th since when US not in recession/bear. 3 prior times marked a "bottom tick"
VIDEO: Deepseek's release of its AI model sent investors into a panic, but we list reasons this is overblown. Please click below to view our Macro...
First Word
Jan FOMC rate decision (Wed) likely highlights dovish Fed (vs consensus). January 31 close key = 6th reason 2025 tracking better
VIDEO: We are watching 3 things closely this week: 4Q24 EPS as insurance and MAG7 report; Jan FOMC Wed and January 31 price close Please...
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Macro Minute Video
Video: Macro Minute: Jan FOMC rate decision (Wed) likely highlights dovish Fed (vs consensus). January 31 close key = 6th reason 2025 tracking better
VIDEO: We are watching 3 things closely this week: 4Q24 EPS as insurance and MAG7 report; Jan FOMC Wed and January 31 price close Please...
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First Word
5 reasons 2025 tracking above our "base case" (so far) = good.
VIDEO: 2025 is tracking better than our original expectations made in early Dec with 5 primary reasons driving this. Please click below to view our Macro...
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Macro Minute Video
Video: Macro Minute: 5 reasons 2025 tracking above our "base case" (so far) = good.
VIDEO: 2025 is tracking better than our original expectations made in early Dec with 5 primary reasons driving this. Please click below to view our Macro...
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First Word
Inauguration marks start pro-biz regime. ISM expected to recover to 50 in 2025, reversing longest ever stretch below 50 (26 months) = higher EPS = higher stocks.
VIDEO: The inauguration of the 47th President marks a focus on a pro-biz environment, and this is a bigger deal than many realize. Please click...
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Macro Minute Video
Video: Macro Minute: Inauguration marks start pro-biz regime. ISM expected to recover to 50 in 2025, reversing longest ever stretch below 50 (26 months) = higher EPS = higher stocks.
VIDEO: The inauguration of the 47th President marks a focus on a pro-biz environment, and this is a bigger deal than many realize. Please click...
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First Word
Positive week with fundamental surprise (soft CPI) and early signs of sentiment capitulation = 2025 tracking well.
VIDEO: This was a positive week for markets because we saw favorable CPI readings which quell inflation hysteria and there are signs of market capitulation....
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Macro Minute Video
Video: Macro Minute: Positive week with fundamental surprise (soft CPI) and early signs of sentiment capitulation = 2025 tracking well.
VIDEO: This was a positive week for markets because we saw favorable CPI readings which quell inflation hysteria and there are signs of market capitulation....
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