First to Market
The Most Boring Government Agency Becomes Talk of The Town
CHART OF THE DAY GOOD MORNING! As market participants likely know, the jobs report on Friday came in soft. Not only was July's 73,000 new...
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Earnings Daily
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Crypto - Comments
Near-Term Risks Meet Medium-Term Opportunity
DISCUSSED IN TODAY'S VIDEO:NEAR-TERM RISKS: possible Fed "mistake", upcoming TGA refill that may drain liquidity, unfavorable August–September seasonality, and capital flows turning negative.CUT ODDS RISE:...
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Daily Technical Strategy
Reversal in Equities, US Dollar, Treasury yields all important
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND MONDAY’S RALLY GAVE SOME MUCH-NEEDED CONFIDENCE THAT SPX SHOULD PUSH BACK TO NEW HIGHS...
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Macro Minute Video
Video: Macro Minute: We are watching 4 things in August, including seasonals, but most watchful for Jackson Hole 8/21-8/23
VIDEO: August tends to be a slower month and there is not a lot of macro data this week. This week we are watching 2Q25...
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US Policy
Congress Goes Home, Fed Open Seat, Tariffs
Despite President Trump’s call for the Senate to cancel its August break to get his nominees confirmed, the smell of jet fumes was just too...
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Featured Research
Washed Out Stocks
