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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Macro Minute Video
Video: Macro Minute: The last time Fed was on "pause" and started cutting in Sep was 1998 and 2024. Both saw strong YE rallies
VIDEO: August is finishing on a solid note with equities up 2%. We are watching 5 things in September, but the most important is the...
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First Word
NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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Macro Minute Video
Video: Macro Minute: NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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Macro Minute Video
Video: Macro Minute: We expect Fed Chair Powell's Jackson Hole speech to be interpreted dovishly = good
VIDEO: We think markets ultimately view Fed Chair Powell's Jackson Hole speech as dovish. And this would be positive for equities. Please click here to...
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