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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Macro Minute Video
Video: Macro Minute: 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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You’ve reached your 2 free reports this month.
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First Word
Key Nov FOMC takeaway is Fed remains dovish. Another support for a YE rally.
VIDEO: There were several takeaways from Nov FOMC rate decision. But the most important is the Fed is on a path to Neutral and recent...
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