Macro Minute Video
Video: Macro Minute: July very "hot" PPI and yet stocks rose, is evidence too many investors are carrying an "inflation hammer"
VIDEO: Equities managed to rise on Thursday, despite a very "hot" July PPI. This is evidence that investors were expecting higher PPI and similarly, markets...
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Macro Minute Video
Video: Macro Minute: The two winning trades in August so far are small-caps IWM and ethereum ETH. And no, neither is in a bubble
VIDEO: Equities are having a good month so far and the two winning trades have been Small-caps IWM -1.08% up +5% and Ethererum ETH -9.03% +28%. ETH...
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First Word
Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
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Macro Minute Video
Video: Macro Minute: Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
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Macro Minute Video
Video: Macro Minute: July Core CPI closely watched on Tuesday 8/12, but we still see equities making an all-time high in August
VIDEO: We think many investors are cautious about August generally, given the poor seasonality and now the concerns of the tariffs impacting CPI. But the...
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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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