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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Macro Minute Video
Video: Macro Minute: 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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Macro Minute Video
Video: Macro Minute: Positive surprise as 3 trade deals signed with Japan, Indonesia and Philippines
VIDEO: There are many investors worried about the August 1 tariff deadline. But after the close, a major trade deal was announced with Japan, and...
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Macro Minute Video
Video: Macro Minute: 2Q25 earnings season off to a strong start with 80% beating and by 8% = double digit 2Q25 EPS
VIDEO: Earning season is underway and this is one of the heaviest weeks. The concerns about tariffs are not as prevalent in the reports, nor...
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Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
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