First to Market
Is the Housing Cycle Still Vicious?
CHART OF THE DAY GOOD MORNING! Inflation watchers and followers of our work know that though inflation has generally been on a downward trajectory, housing...
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Earnings Daily
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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Macro Minute Video
Video: Macro Minute: Important week of data ahead and heaviest week of 2Q25 EPS. US earnings growth still outpaces rest of world
VIDEO: We discuss how US earnings growth justifies the outperformance of US vs rest of world. And with tariffs set to impact the global economy,...
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US Policy
Fed Week, Tariff Deadline, Congress Looks to Budget
Wednesday is the day that market watchers have been waiting for: the next meeting of the Federal Open Markets Committee (FOMC) to review economic conditions and...
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First to Market
Private Commitments
CHART OF THE DAY GOOD MORNING! China owes much of its dominance in the global production of critical metals and minerals to its government's direct...
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Featured Research
Washed Out Stocks
