First to Market
Dollar’s Alone in its Worries
Editors’ note: We won’t be publishing First to Market on Thursday, as markets will be closed in observance of Juneteenth. _“Rule number one is, don’t...
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First Word
Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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Crypto - Comments
Buyable Dip? Iran Risk, Jito Strength, Fed in Focus
Crypto slid as Iran headlines spooked the market, yet cross-asset signals hint at a rebound while Bitcoin rests on its 50-day. I cover why this...
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Daily Technical Strategy
Putting Crude Oil’s recent gains into perspective
A CHOPPIER PERIOD FOR EQUITIES LOOKS TO BE APPROACHING AND MIGHT RESULT IN SPX WEAKNESS IN THE BACK HALF OF JUNE. AT PRESENT, SHORT-TERM TRENDS IN...
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Macro Minute Video
Video: Macro Minute: Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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First to Market
Energy’s Time to Shine to Remains Some Ways Away
CHART OF THE DAY GOOD MORNING! A step up in conflict in the Middle East does not seem to be enough juice to spark sustainably...
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