Macro Minute Video
Video: Macro Minute: July showing pullbacks remain shallow. The continued strength in high-yield shows the economy remains healthy.
VIDEO: Ahead of the June jobs report, bonds markets are quietly pricing in 2.6 cuts versus 1.7 after June FOMC. This while high yield spreads...
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Daily Technical Strategy
Treasury yields might spike, but should prove short-lived
SHORT-TERM TRENDS REMAIN BULLISH WHILE MARKET BREADTH CONTINUES TO EXPAND, GIVEN THE RECENT IMPROVEMENT IN EQUAL-WEIGHTED S&P 500. IT’S IMPORTANT THAT MARKET PARTICIPATION IS EXPANDING...
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First to Market
Peace of Mind Is Getting Pricier
CHART OF THE DAY GOOD MORNING! A rent freeze in New York City likely won’t work, but probably not for the reasons you think. We...
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First Word
3 things we are watching in July. Investors still stubbornly bearish after +28% gain from April lows.
VIDEO: We are keeping a "side eye" on a few things in July, including tariff deadlines, FOMC rate decision and the favorable seasonals. The latest...
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Macro Minute Video
Video: Macro Minute: 3 things we are watching in July. Investors still stubbornly bearish after +28% gain from April lows.
VIDEO: We are keeping a "side eye" on a few things in July, including tariff deadlines, FOMC rate decision and the favorable seasonals. The latest...
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Crypto - Comments
Crypto Weakness: Summer Lull or Something More?
In today’s crypto comments, we break down the surprising weakness in crypto despite supportive equity and dollar trends. We explore the role of low liquidity,...
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Featured Research
Washed Out Stocks
