Macro Minute Video
Video: Macro Minute: US-China trade rhetoric heats up. 2025 proving to be worst year for fund manager in decades, setting up for performance chasing
Video_: _Markets were roiled by China headlines Tuesday, but we ultimately see this as noise. The bigger dynamic at play is the positive seasonals and...
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Crypto - Comments
Markets Conditioned for the TACO Trade, Potential End to QT Adds Tailwind for Crypto
DISCUSSED IN TODAY'S VIDEO:ENCOURAGING FOLLOW-THROUGH AFTER SUNDAY’S BOUNCE: Markets shrugged off China’s retaliatory remarks overnight, with buyers stepping in at the U.S. open to reclaim most...
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Daily Technical Strategy
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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First to Market
The Dutch Insert Themselves into U.S.-China Tech Rivalry
CHART OF THE DAY GOOD MORNING! President Trump tried to bring trade tensions with China down to a simmer last weekend, but in Europe, the...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Friday 32% surge in VIX seen at 'local low' and points to new highs by mid-Nov. 3Q25 EPS season starts this week, led by banks Tuesday am $JPM $GS $BLK $C
Video_: _The 32% surge in VIX triggered substantial deleveraging, which since 1990 is often a sign of a local low. We expect stocks to rebound...
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