Macro Minute Video
Macro Minute Video
Video: Macro Minute: We continue to expect stocks to rally into YE. Equity markets like the potential of a dovish new Fed Chair
Video_: _Equity markets continued to climb higher, after the grinding selloff since the Oct highs. In our view, the rally into YE remains intact. Please...
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Macro Minute Video
Video: Macro Minute: 5 reasons we still expect a YE S&P 500 rally to 7,000-7,300
Video_: _We discuss how this selloff of 6% the Oct highs is actually pretty routine. And we list the 5 arguments for why stocks rally...
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Macro Minute Video
Video: Macro Minute: 5 things that likely 'spooked' the market today triggering that ugly reversal
Video_: _We discuss the 5 possible factors that triggered the disappointing reversal for equity markets. NVDA 1.23% posted strong results and equities should have had a...
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Macro Minute Video
Video: Macro Minute: $NVDA results beat and major relief for investors = expect positive follow through for equities
Video_: _We had expected equities would rally post-NVDA, partially due to relief and partially reflecting that the stock was down into earnings. We still expect...
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Macro Minute Video
Video: Macro Minute: All eyes on $NVDA. Given stock flat past 5 mos and caution on AI, probabilities favor post-EPS rally
Video_: _NVDA 1.23% stock has been flat for the past 5 months and the P/E is the lowest since June 2025. So a lot of caution...
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Macro Minute Video
Video: Macro Minute: Private credit jitters brings up the wall of worry again, but we see macro catalysts as we move through this week
Video_: _Equity markets are again nervous and the wall of worry is growing. The VIX surged today to 22, above the long-term avg of 19.5,...
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