Your Weekly Roadmap
Is AI Fatigue Creeping Up on Stocks?
Good evening, _Editor's note: Dear readers, this note is an abbreviated version of our regular weekend note due to the temporary technical outage. We appreciate...
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US Policy
Fed Tensions, Congress Returns
As Washington heads towards the final weekend of summer this Labor Day weekend, attention is turning to the return of Congress, and the September rate...
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First to Market
Let’s Talk About R-Star
Good morning! Editor's note: We apologize for sending an abbreviated note today. We are currently experiencing a website outage. We are working to bring the...
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Macro Minute Video
Video: Macro Minute: The last time Fed was on "pause" and started cutting in Sep was 1998 and 2024. Both saw strong YE rallies
VIDEO: August is finishing on a solid note with equities up 2%. We are watching 5 things in September, but the most important is the...
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Earnings Daily
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First to Market
How Trump-Cook Drama Actually Reaffirms Fed’s Independence
CHART OF THE DAY GOOD MORNING! President Trump said he fired Federal Reserve Governor Lisa Cook late Monday night. I thought Tuesday’s mood was for...
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