Macro Minute Video
The Fed ending the inflation war this Wed, reducing real rates for the first time in 2 years = good news
VIDEO: Yesterday, we discussed how just getting the debates and CPI behind us would give markets visibility = good. That is what seems to have...
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Macro Minute Video
Video: Macro Minute: Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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Intraday Alert
INTRADAY ALERT: Stocks down on "good enough" jobs report. Seems like market is "front loading" the seasonal weakness into election day.
The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell to 4.2% from 4.3% last month (inline). To us,...
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Macro Minute Video
Video: Macro Minute: A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
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Intraday Alert
Possible "local" peak in VIX raises probability of rally on Friday post-Aug jobs report
On Friday, August jobs report is released at 8:30am ET, the first of 3 key Sept macro events (CPI next week, FOMC week after). For...
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Macro Minute Video
Video: Macro Minute: Entering tricky 8 weeks into election day. Watch the VIX as this signals if pain is "front loaded"
VIDEO: We discuss why markets will be tricky over next 8 weeks (duration 7:07). _____________________________ 42 SMID GRANNY SHOT IDEAS: We performed our...
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