Macro Minute Video
Video: Macro Minute: 3 things we are watching in July. Investors still stubbornly bearish after +28% gain from April lows.
VIDEO: We are keeping a "side eye" on a few things in July, including tariff deadlines, FOMC rate decision and the favorable seasonals. The latest...
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Macro Minute Video
Video: Macro Minute: June jobs report key data this week and overall, data holding up better than expected
VIDEO: This is a busy week for data. Starting Tuesday is June ISM and May JOLTS as well as Fed Chair Powell on a panel. ...
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Macro Minute Video
Video: Macro Minute: S&P 500 touches all-time high and this remains the "most hated v-shaped rally" and we see 6,600 by YE
VIDEO: S&P 500 is touching all-time highs. This is not entirely surprising since Bitcoin leads the S&P 500 by roughly one-month. What surprises us is...
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Macro Minute Video
Video: Macro Minute: Leadership YTD in markets comes from Bitcoin and AI. Pullbacks remains shallow, in our view, due to continued market skepticism
VIDEO: The resilience of equities reflects both the improving visibility of tariffs, geopolitical and inflation and also negative skepticism by investors and the resulting short...
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First Word
In our view, tariffs are more a "tax" and therefore not inflationary. Powell giving "glimpses" of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Macro Minute Video
Video: Macro Minute: In our view, tariffs are more a “tax” and therefore not inflationary. Powell giving “glimpses” of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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