Macro Minute Video
Video: Macro Minute: Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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First Word
19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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Macro Minute Video
Video: Macro Minute: 19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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Macro Minute Video
Video: Macro Minute: 3 fundamental drivers supportive of equities into YE, 3 of 3 imply bigger upside for small-caps vs large into YE
VIDEO: We discuss 3 fundamental drivers that will impact stocks into year-end and we highlight correlations and other factors for why this favors small-caps Please...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Macro Minute Video
Video: Macro Minute: Fed 50bp cut is positive as it shows Fed committed to keeping expansion healthy. But 3 reasons stocks stumbled today, but not negating positive effects
VIDEO: We discuss the 3 reasons stocks stumbled today. These factors do not negate the positive impacts stemming from the Fed kicking off an easing...
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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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