US Policy
Fed and Tariffs
With the low job numbers released Friday morning, the conviction that a rate cut is coming got stronger. But the focus in the coming days...
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First to Market
The Bottom Shelf at the Supermarket Might Soon Get More Attention
CHART OF THE DAY GOOD MORNING! Changes to the Supplemental Nutrition Assistance Program (SNAP) via President Donald Trump's Big Beautiful Bill Act went into effect...
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Macro Minute Video
Video: Macro Minute: August jobs reported Friday and weaker is better. AAII sentiment remains staunchly bearish
Video_: _We are surprised to see AAII net bulls still negative, with bears outnumbering bulls for 5 consecutive weeks. Generally, this is constructive for stocks...
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Daily Technical Strategy
Treasuries breaking out but Equities nearing resistance
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR U.S. EQUITIES, AND TREASURIES HAVE ALSO BEGUN TO TREND HIGHER ON THE LONG END OF THE CURVE...
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First to Market
The Big G Gets the OK to Stop Holding Its Breath
CHART OF THE DAY GOOD MORNING! Tuesday evening's ruling in the U.S. search-engine antitrust case against Alphabet/Google proved to be a shot in the arm...
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Macro Minute Video
Video: Macro Minute: Waller dovish comments support stocks in September. Waller argues tariff inflation transitory, which is our base case
VIDEO: We continue to have a positive view on equities in September. There is a lot of Fed speak, especially from voting members, but we...
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