Macro Minute Video
Macro Minute Video
Video: Macro Minute: Health insurers hit as Washington continues to pick winners and losers. Fed day is Wed
Video_: _Wed is FOMC rate decision day and we expect the overall message to be dovish. This does not mean the Fed will cut rates,...
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Macro Minute Video
Video: Macro Minute: Nov Core PCE details show softer inflation than +0.16% MoM and easier comps mean Core PCE YoY could fall 50bp in the next 3 months
Video_: _We discuss how the details of Nov Core PCE were encouraging. Hospitals and Financial services represented half of the +0.16% MoM rise. Financial services...
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Macro Minute Video
Video: Macro Minute: Greenland standoff de-escalates = good as VIX and MOVE Index fall. Nov Core PCE out Thu am and will likely support further Fed cuts
Video_: _The Greenland situation quickly de-escalated, which is a good thing. And as we look at the remainder of the week, there are some key...
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Macro Minute Video
Video: Macro Minute: Greenland and JGB (Japan) rattle markets, but VIX and MOVE Index barely budge = buy the dip
Video_: _We discuss the 5 reasons President Trump may want Greenland as a US territory. But we believe the bigger force behind the decline today...
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Macro Minute Video
Video: Macro Minute: S&P 500 up +1.8% so far, a great sign. Leadership continues to come from Energy, Basic Materials and crypto
Video_: _We discuss how 2026 is starting off on a strong note, including positive the first 5 days. This is consistent with our "base case"...
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Macro Minute Video
Video: Macro Minute: Washington picks "winners and losers," and it usually pays to avoid "losers" --> so far in 2026, DC has picked 3 (maybe 4) losers.
Video_: _We discuss how 2026 is shaping up so far and like in 2025, it pays to avoid what DC chooses as losers (2025, it...
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Macro Minute Video
Video: Macro Minute: So far so good in 2026. Supreme Court could rule on tariffs this Friday
Video_: _The rule of first 5 days remains what we watch closely, but so far so good. The Friday Dec jobs report is likely similar...
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Macro Minute Video
Video: Macro Minute: 2026 tracking positively on rule of "first 5 days" and S&P 500 closing above 6,845.50 by Jan 8 is key
Video_: _The rule of first 5 days, which is that how stocks do in the first week has influence on the full year, is strangely...
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Macro Minute Video
Video: Macro Minute: 6 blessings we are thankful for in 2025. And why the setup remains positive for Dec
Video_: _There are 6 blessings we are thankful for in 2025 and we think many of these carry over into 2026. Thus, we continue to...
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Macro Minute Video
Video: Macro Minute: This week is a heavy data week with Nov/Oct jobs and Nov CPI, and a weak jobs moves forward Fed "put" = good
Video_: _At the halfway point for December, equity markets are flat and we still expect a year-end rally towards S&P 500 7,000-7,300. There may be...
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