Macro Minute Video
Macro Minute Video
Video: Macro Minute: AI disruption of software is ultimately 'disinflationary,' and Jan Core CPI is within range of CPI 2018-2020, when Fed funds was 2%
Video_: _We realize it feels like a bear market out there because the story of 'software eating the World' (1980-2025) is now becoming one of...
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Macro Minute Video
Video: Macro Minute: A lot of macro this week. Jan Core CPI could post lowest YoY at 2.51% since March 2021 and in line with pre-COVID readings
Video_: _There is key macro this week including the Jan jobs report Wed and could show a strengthening labor market, which is good. And Jan...
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Macro Minute Video
Video: Macro Minute: 5 reasons the 8% decline in the Nasdaq 100 feels like a bear market. We believe much of the bad news is getting priced in
Video_: _While stocks are only down modestly YTD, to many investors, this feels like a bear market. We discuss the factors behind this but believe...
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Macro Minute Video
Video: Macro Minute: February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
Video_: _We discuss how precious metal prices rising is arguably a bad thing for stocks and crypto. The decline in software stocks is a sign...
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Macro Minute Video
Video: Macro Minute: January barometer points to upside to our YE 7,700 target. Silver and gold volatile moves triggering spillover into other markets.
Video_: _We continue to expect a 3 phase market in 2026. A rally peaking around 7,300. And a drawdown that feels like a bear market. ...
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Macro Minute Video
Video: Macro Minute: FOMC rate decision "no cut" as expected. But Fed is incrementally dovish as they see narrowing risks and 2 dissenters for a cut
Video_: _The Fed is taking an incremental step to be dovish and this is evidenced by Powell further reducing the risk of inflation. Moreover, overall...
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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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