Macro Minute Video
Video: Macro Minute: Fed Chair remarks at Jackson Hole likely to solidify that 8/5 was summer low.
VIDEO: The dread post the July FOMC turned into "uncertainty" last week as markets recovered. We believe Jackson Hole will compel many skeptical investors into...
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Macro Minute Video
Video: Macro Minute: We are watching 3 things this week. At top of list is Middle East conflict.
VIDEO: There are 3 things we are watching closely this week. At the top of the list is a potential imminent attack by Iran on...
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Macro Minute Video
Video: Macro Minute: Post-FOMC press conf (2:30pm), equities rallied 5D last 5 of 6 instances. Small-cap remains most compelling.
VIDEO: The Wed FOMC meeting key this week. Markets managed to rally 5 of the last 6 FOMC meetings. Please click below to view our Macro...
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Macro Minute Video
Video: Macro Minute: Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...
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Macro Minute Video
Video: Macro Minute: The CPI, PPI and NY Fed reports show so much disinflation, markets are skeptical. But this week reinforces our view inflation is falling like a rock = supportive of higher P/E into year-end
VIDEO: The key inflation reports this week CPI, PPI, NY Fed were dovish. And the magnitude of improvement so significant, markets are skeptical Please click...
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Macro Minute Video
Video: Macro Minute: We expect markets to rally post-CPI and post-FOMC because consensus too "hawkish" into Wednesday.
VIDEO: Overall, we expect markets to rally post-CPI and post-FOMC given the anxiety ahead of the release. Please click below to view our Macro Minute (duration: 5:04)....
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