First Word
Probabilities favor a rally into Thanksgiving, as markets bounce off support and several uncertainties clear.
VIDEO: This weekend tweet by Elon Musk highlights that X. com will likely play a prominent role in the next 4 years. Also, Probabilities favor a rally...
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Macro Minute Video
Video: Macro Minute: Probabilities favor a rally into Thanksgiving, as markets bounce off support and several uncertainties clear.
VIDEO: This weekend tweet by Elon Musk highlights that X. com will likely play a prominent role in the next 4 years. Also, Probabilities favor a rally...
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First Word
Is market "hawkishness" nearing a local top? Oct retail sales possible dovish turning point.
VIDEO: We wonder if markets are pricing in a local peak in "inflation hawkishness" and Friday's retail sales could reverse that. That would be dovish, which...
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Macro Minute Video
Video: Macro Minute: Is market “hawkishness” nearing a local top? Oct retail sales possible dovish turning point.
VIDEO: We wonder if markets are pricing in a local peak in "inflation hawkishness" and Friday's retail sales could reverse that. That would be dovish, which...
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Macro Minute Video
Video: Macro Minute: Oct CPI internals better than headlines, suggesting inflation still falling "like a rock" and Polymarket shows 32% odds Bitcoin becomes US Treasury reserve asset
VIDEO: We discuss how the internals of the October CPI were better than the headlines. Additionally, Bitcoin has been the strongest asset performer since election...
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Intraday Alert
Oct Core CPI +0.28% MoM distorted by 30% rise in used car prices (ummm...no way). Sets stage for inflation to "fall like a rock" rest of year
The Oct CPI report is better than appears at first glance. And we think this is supportive of stocks continuing to rally into year-end, albeit...
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First Word
A "hot" Oct Core CPI might trigger hawks and Fed pause talk... but instead, focus on positive dynamics into Year-end
VIDEO: Oct CPI released Wed is the most important macroeconomic data point this week. There is a possibility used car prices pressure higher Oct CPI,...
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Macro Minute Video
Video: Macro Minute: A "hot" Oct Core CPI might trigger hawks and Fed pause talk… but instead, focus on positive dynamics into Year-end
VIDEO: Oct CPI released Wed is the most important macroeconomic data point this week. There is a possibility used car prices pressure higher Oct CPI,...
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Macro Minute Video
Video: Macro Minute: Leadership since election day likely in place into YE. 10 additional Bitcoin-related equity ideas
VIDEO: As we noted recently, we see liquidity dynamics leading into year-end. We look at specific sectors and trade ideas into year-end, including bitcoin-related equities....
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First Word
Inflation in focus this week with Oct CPI Wed 11/13 and PPI Thu 11/14. Stay on Target, focus on small-caps
VIDEO: Important inflation reports coming this week, CPI and PPI. While the month over month might not show much progress for Core CPI, the overall...
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