Macro Minute Video
Video: Macro Minute: August Core PPI came in -0.12% vs July Core PPI +0.65% shows evidence of poor seasonal adjustment. Eyes on Aug Core CPI Thu am
Video_: _Last month, investors panicked when the Core PPI (July) showed a +0.65% surge but this was reversed this month (Aug) with a -0.12% reading....
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First Word
$ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
Video_: _Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data...
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Macro Minute Video
Video: Macro Minute: $ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
Video_: _Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data...
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Macro Minute Video
Video: Macro Minute: August jobs reported Friday and weaker is better. AAII sentiment remains staunchly bearish
Video_: _We are surprised to see AAII net bulls still negative, with bears outnumbering bulls for 5 consecutive weeks. Generally, this is constructive for stocks...
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Macro Minute Video
Video: Macro Minute: Waller dovish comments support stocks in September. Waller argues tariff inflation transitory, which is our base case
VIDEO: We continue to have a positive view on equities in September. There is a lot of Fed speak, especially from voting members, but we...
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Macro Minute Video
Video: Macro Minute: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024
VIDEO: While consensus is concerned September is a down month due to seasonals and the risk of a rising VIX, we think the best roadmap...
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