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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Intraday Alert
INTRADAY ALERT: July Core PCE inline and good details. U Mich good progress
Today had 2 data releases and both had positive implications for the path of inflation and inflation expectations, which in turn give Fed confidence to...
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First Word
Rotation into small-caps, industrials and financials post-NVDA results is a sign of market strength. Still "summer of small-caps"
VIDEO: Today was a demonstration of the strength of this equity market as the largest stock fell and market broadened sharply led by small-caps (duration...
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Macro Minute Video
Video: Macro Minute: Rotation into small-caps, industrials and financials post-NVDA results is a sign of market strength. Still "summer of small-caps"
VIDEO: Today was a demonstration of the strength of this equity market as the largest stock fell and market broadened sharply led by small-caps. Please...
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Macro Minute Video
Video: Macro Minute: Will NVDA weak reaction post-EPS trigger rotation or risk-off? Given AI-related spend intact, case stronger for rotation into cyclicals and small-caps, not risk-off
VIDEO: Many will expect the broader market to sell-off post NVDA 1.00% EPS reaction (down) but we discuss the rationale for why this likely triggers a rotation...
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Macro Minute Video
Video: Macro Minute: Fed Chair dovish speech at Jackson Hole (8/23) solidifies case for small-caps
VIDEO: Fed Chair Powell was decisively dovish this past Friday at Jackson Hole, solidifying case for small-caps. We discuss the upside case in this video...
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