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Head of Research
VIDEO: President-elect Trump is nominating Scott Bessent for Treasury Secretary. He is viewed as very market friendly and his 3-3-3 approach seen as supportive for...
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VIDEO: Conditions for a Thanksgiving rally to S&P 500 6,100 remain intact. Please click below to view our Macro Minute (duration: 4:03). _____________________________ 42...
VIDEO: We discuss that a Trump "put" is in place supporting markets over the next 4 years. Thus, while markets might get rattled by delays...
VIDEO: This weekend tweet by Elon Musk highlights that X. com will likely play a prominent role in the next 4 years. Also, Probabilities favor a rally...
VIDEO: We wonder if markets are pricing in a local peak in "inflation hawkishness" and Friday's retail sales could reverse that. That would be dovish, which...
VIDEO: We discuss how the internals of the October CPI were better than the headlines. Additionally, Bitcoin has been the strongest asset performer since election...
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