Macro Minute Video
Macro Minute Video
Video: Macro Minute: Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Macro Minute Video
Video: Macro Minute: Still the "most hated" V-shaped stock rally. Pullbacks shallow because investors too cautiously positioned. Washed out MAG7 expected to lead
VIDEO: Stocks rally today, reversing last week's weakness. The takeaway, in our view, is that White House negative headlines have more "bark than bite." And...
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Macro Minute Video
Video: Macro Minute: This is the second consecutive week of "things feel normal" and we see multiple factors supporting new highs
VIDEO: This is the second consecutive week that things feel normal without controversial headlines or social media posts. Investors remain too cautious, in our view,...
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Macro Minute Video
Video: Macro Minute: Stocks are 3% from all-time highs, yet, this is one of the "most hated" rallies as investors are looking for reasons for stocks to fall, rather than upside. This is a good sign. And we see firepower to drive an all-time high in equities
VIDEO: Stocks are 3% from all-time highs, yet this is one of the "most hated" rallies as investors are looking for reasons for stocks to...
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Macro Minute Video
Video: Macro Minute: Moody’s downgrade not signal. Market resilience shows investors do not have enough exposure to stocks
VIDEO: As we discussed Sunday, we did not see much signal from Moody’s downgrade. Thus, equities closed green after opening down more than -1%. To...
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Macro Minute Video
Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact
VIDEO: This is the first time in 3 months that markets have a feel of normalcy. Of course, there still seems to be a steady...
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