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Head of Research
VIDEO: This was a positive week for markets because we saw favorable CPI readings which quell inflation hysteria and there are signs of market capitulation....
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VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). _____________________________...
VIDEO: There is a regime change underway, resulting in stocks performing better when yields start to fall. We think this window could start this Wed....
VIDEO: We discuss how the macro has muddled in the past few weeks stemming from multiple factors but the fundamentals remain intact. Technicals however remain...
VIDEO: The first 5 days was positive, which is a good omen. The FOMC minutes show Fed officials acknowledge core components inflation weakening, but uncertainty...
VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...
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