First to Market
The Quest for Reliable Data
GOOD MORNING! Our lives revolve around data. Companies make decisions based on it, and the evidence-based research we provide depends on it. Yet abroad and...
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Earnings Daily
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Crypto - Comments
Trade Risks Fade, ETH Leads, and Macro Focus Shifts to Fiscal Policy
In today’s video, we discuss the easing of trade tensions between the U.S. and China, ETH’s breakout and why it could continue to outperform, and...
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Macro Minute Video
Video: Macro Minute: Trump "put" is alive and well (for those who doubted it) and markets likely react positive to Tuesday April Core CPI
VIDEO: Today's developments, including China-US tariffs rolling back to 30%, are evidence, in our view, that the Trump "put" remains alive and well. Given the...
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Daily Technical Strategy
SPX has now reached 5800, but time-wise, sell signals look premature
SHORT-TERM TRENDS IN US EQUITIES REMAIN BULLISH, AND MONDAY’S GAP HELPED PRICE PUSH UP TO TEST AND EXCEED THE UPPER END OF MY TECHNICAL TARGET...
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US Policy
China, Big Bill, And Debt Ceiling Top Agenda
Over the weekend, Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with representatives of China in Switzerland. It may be a sign...
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