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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