Macro Minute Video
VIDEO: Macro Minute: Fed made a dovish move today and triggered panic buying, as "higher for longer" dead
We discuss: how today shattered those anchored to bearish views the Fed is "higher for longer". Instead, the Fed clearly shifted away from an inflation...
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Macro Minute Video
VIDEO: Macro Minute: Markets anxious whether Fed makes "dovish" tones on Dec FOMC rate decision. Even if disappointing, we are buying the dip.
We discuss: Wed is probably most important catalyst between now and YE, with the Dec FOMC rate decision. We think the key is whether it...
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Macro Minute Video
VIDEO: Macro Minute: Keep on eye on Tue 12/5 close for S&P 500 as we consolidate next few weeks
We discuss: We discuss how Tue close is somewhat important as it is "day 3" and this comes in the midst of alot of data...
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Macro Minute Video
VIDEO: Macro Minute: We are dip buyers over next 9 days until 12/13 FOMC, if there is weakness. But we are in "zone of uncertainty"
We discuss: We discuss how the "up zig" is behind us with Oct PCE on 11/30 and we are likely in for consolidation until Dec...
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Macro Minute Video
VIDEO: Macro Minute: Oct Core PCE affirms Fed has room to move "dovish" in Dec. Powell speaks Friday
We discuss: how today's Oct Core PCE now shows inflation below 2% for 4 of the last 5 months and gives room for Fed to...
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Macro Minute Video
VIDEO: Macro Minute: A soft core PCE Thu am + likely softer Fed Friday = supportive equities into month end
We discuss: The Fed's Beige Book shows softer growth, further argument to shift away from higher for longer. Core PCE is out and that will...
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Washed Out Stocks
