Macro Minute Video
Video: Macro Minute: The sharp reversal higher in equities highlights pullbacks remain shallow. And this remains the "most hated" V-shaped rally
VIDEO: Equities opened down sharply but reversed higher into the close and reaching nearly a new post-tariff crash high. To us, this reflects that in...
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First Word
5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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Macro Minute Video
Video: Macro Minute: 5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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First Word
Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Macro Minute Video
Video: Macro Minute: Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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First Word
Still the "most hated" V-shaped stock rally. Pullbacks shallow because investors too cautiously positioned. Washed out MAG7 expected to lead
VIDEO: Stocks rallied Tuesday, reversing last week's weakness. The takeaway, in our view, is that White House negative headlines have more "bark than bite." And...
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Featured Research
Washed Out Stocks
