First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
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Macro Minute Video
Video: Macro Minute: Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
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First Word
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...
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Macro Minute Video
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...
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Macro Minute Video
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...
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Macro Strategy
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...
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