Macro Minute Video
Macro Minute Video
Video: Macro Minute: Uptober intact and positive catalysts this week including FOMC. Stay OW MAG7 and Crypto into YE
Video_: _Uptober remains intact, and there are positive catalysts this week as Fed FOMC Oct rate decision is Wed and on Thu Trump-Xi meet. As...
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Macro Minute Video
Video: Macro Minute: Sept Core CPI likely to be interpreted as 'dovish' by markets. And collapse of High Beta Momentum in past week points to 97% probability of rally into YE
Video_: _The collapse of high beta momentum in the past week is often a sign of a local low. Since 2005, a decline of more...
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Macro Minute Video
Video: Macro Minute: Market sees widespread derisking as dual risks of private credit and China-US tensions = no mas. But HY shows limited concern = buy the dip
Video_: _Today was a widespread derisking day, and momentum stocks have fallen -15% in 6D, the worst performance since early 2022. But to us, this...
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Macro Minute Video
Video: Macro Minute: Heavy week for 3Q25 EPS earnings. Polymarket shows expectations rising for "softer" Sept CPI reading.
Video_: _Sept Core CPI is reported this Friday. The first govt "macro report" since the shutdown started, which means investors will put a lot of...
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Macro Minute Video
Video: Macro Minute: October proving to be 'Up-tober' and CPI on tap for this friday
Video_: _We cite 5 reasons why this month is proving to be 'Up-tober' and notably, we think the risks of rising inflation remain low. The...
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Macro Strategy
Video: Macro Minute: Fed Beige Book shows softening labor markets = dovish. Recent reports of private credit issues is not creating stress in high yield = good
Video_: _Equity markets continue to recover tentatively given rising tensions between US and China, and 3Q25 EPS season has been solid so far. Overall, we...
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