First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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Macro Minute Video
Video: Macro Minute: We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted. Please click below to view our Macro Minute (duration: 5:22) https://vimeo....
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First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
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Macro Minute Video
Video: Macro Minute: 3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
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Outlooks
2025 OUTLOOK (Lee): Two “puts” make a right - After 20% back-to-back, Mid-year 7,000, Year-end 6,600
PLEASE JOIN US TODAY AT 1PM ET FOR OUR 2025 YEAR AHEAD OUTLOOK. Register HERE. Please click below to view our Macro Minute (duration: 5:29). ?...
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Macro Minute Video
Video: Macro Minute: 2025 Year Ahead - Two “puts” make a right - After 20% back-to-back, Mid-year 7,000, Year-end 6,600
PLEASE JOIN US TOMORROW AT 1PM ET FOR OUR 2025 YEAR AHEAD OUTLOOK. Register HERE. Please click below to view our Macro Minute (duration: 5:29). ?...
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Macro Minute Video
Video: Macro Minute: NY Fed consumer survey shows improvement, but could be political bias. Markets now entering "zone of uncertainty
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
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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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