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Head of Research
Equity markets are under selling pressure due in part to a solid jobs report (actually a good thing) and intensified by a "really hot" U...
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Today's Oct Core PCE came in at +0.27% MoM, slightly better than consensus of +0.28%. The YoY came in at +2.80% YoY. The details of...
PROBABILITIES FAVOR A THANKSGIVING RALLY… ▪ Treasury Sec. annc’t removes “uncertainty” TRUMP "PUT" ▪ Fed “slowing cuts” still dovish FED "PUT" ▪ Nvidia earnings a...
The Oct CPI report is better than appears at first glance. And we think this is supportive of stocks continuing to rally into year-end, albeit...
The Sept Core CPI came in at +0.31% vs Street +0.26%. This is higher ("hot") than expected. But we think this report will have little...
The Sept jobs report came in better than expected at +254k versus the Street consensus at +150k. This was a clean beat driven by restaurants...
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