Macro Minute Video
Sun, March 2, 2025 | 6:20PM ET

Video: Macro Minute: This week could bring both the Fed "put" and Trump "put" back into play, post-Feb jobs report. Last Friday's "stocks rise on bad news" was a good sign.

VIDEO: This week is shaping up to be a critical week, when there could be panic about a bad jobs report (fri) but this brings...

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Visitor: 0065b6-cd393a-454800-655acf-1e9d22

First Word
Fri, February 28, 2025 | 7:50AM ET

Even as White House wants lower rates (via DOGE, tariffs, etc), they want to avoid "stall speed" or recession, which means White House "put" still exists.

VIDEO: We believe the White House "put" still exists, as the White House wants to avoid an economy stalling into a recession. Please click below...

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Macro Minute Video
Thu, February 27, 2025 | 10:10PM ET

Video: Macro Minute: Even as White House wants lower rates (via DOGE, tariffs, etc), they want to avoid “stall speed” or recession, which means White House “put” still exists.

VIDEO: We believe the White House "put" still exists, as the White House wants to avoid an economy stalling into a recession. Please click below...

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Visitor: 0065b6-cd393a-454800-655acf-1e9d22

Macro Minute Video
Sun, February 23, 2025 | 9:03PM ET

Video: Macro Minute: 4 reasons we view last weeks -5% decline in Momentum stocks as only a "flesh wound"

VIDEO: We view the sell-off in momentum stocks/broad equities (last 2 days of last week) as a flesh wound.  We highlight 4 reasons this week...

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Visitor: 0065b6-cd393a-454800-655acf-1e9d22

First Word
Fri, February 21, 2025 | 7:50AM ET

Investors continue to "buy the dip" as sentiment shows bearishness while markets touch all-time highs. This is a good sign.

VIDEO: Investors have been persistently bearish while S&P 500 making all-time highs.  This is rare and in the past 40 years, only happened 11 times...

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Visitor: 0065b6-cd393a-454800-655acf-1e9d22

Macro Minute Video
Thu, February 20, 2025 | 9:41PM ET

Video: Macro Minute: Investors continue to "buy the dip" as sentiment shows bearishness while markets touch all-time highs. This is a good sign.

VIDEO: Investors have been persistently bearish while S&P 500 making all-time highs.  This is rare and in the past 40 years, only happened 11 times...

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Visitor: 0065b6-cd393a-454800-655acf-1e9d22

Macro Minute Video
Wed, February 19, 2025 | 8:06PM ET

Video: Macro Minute: Client surveys show 53% cite tariffs/deportation as the biggest risk... but low VIX warns "never short a dull market

VIDEO: Equity markets staged what we view as an upside breakout on positive fundamental news and encouraging sentiment developments Please click below to view our Macro...

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Visitor: 0065b6-cd393a-454800-655acf-1e9d22