First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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Macro Minute Video
Video: Macro Minute: President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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Macro Minute Video
Video: Macro Minute: We are watching 4 things in August, including seasonals, but most watchful for Jackson Hole 8/21-8/23
VIDEO: August tends to be a slower month and there is not a lot of macro data this week. This week we are watching 2Q25...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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Macro Minute Video
Video: Macro Minute: Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
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Macro Minute Video
Video: Macro Minute: Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
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Macro Minute Video
Video: Macro Minute: Important week of data ahead and heaviest week of 2Q25 EPS. US earnings growth still outpaces rest of world
VIDEO: We discuss how US earnings growth justifies the outperformance of US vs rest of world. And with tariffs set to impact the global economy,...
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First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
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