Macro Minute Video
VIDEO: Macro Minute: PMIs continue to recover + Industrial CDX outperforming = XLI overweight
We discuss: Industrials CDS (credit default swaps) are outperforming the broader market. And CDS surprisingly leads equities by 3 months. Thus, supporting OW of Industrials....
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Macro Minute Video
VIDEO: Macro Minute: Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.
We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season. This explains why investors are sidelined but we need to be mindful...
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Macro Minute Video
VIDEO: Macro Minute: Powell's comments create further bifurcation in fixed income. Odds hike by Dec new low of 25% but US 10-yr surges to touch 5%. Selling of equities is overdone.
We discuss: Powell's comments at the Economic Club of NY caused a bifurcation in rates. Odds of a hike by Dec tanked to a new...
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Macro Minute Video
VIDEO: Macro Minute: Fundstrat client poll shows 70%+ see Israel-Gaza war affecting equities
We discuss: the results of our latest Fundstrat and FSinsight poll (>700 responses) and how the war is causing many to sideline. Earnings season so...
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Macro Minute Video
VIDEO: Macro Minute: GRANNY SHOTS: Oct 2023 rebalance +7 adds/-6 deletes. Plus, October Super and Sleeper Grannies. 2023 YTD +19.3% (+543bp vs S&P 500).
On Wednesday, 10/18 , we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies.“ If you have not yet registered, sign up with...
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Macro Minute Video
VIDEO: Macro Minute: Fedspeak reinforcing dovish view, no more hikes. Despite favorable EPS and seasonals, investors remain cautious
We discuss: how two Fed speakers today reinforced positive messages. Harker on hikes ending soon and Goolsbee on the sustained downtrend in inflation. Still much...
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Macro Minute Video
VIDEO: Macro Minute: While geopolitical risks mount in Israel-Gaza, upside bias exists given Fedspeak (21 speakers), 3Q23 EPS season (upside bias) and CTA potential buying.
We discuss: We discuss how despite mounting risks from the Israel-Gaza conflict, along with other risk factors, the bias for stocks this week is positive...
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Macro Minute Video
VIDEO: Macro Minute: Sept CPI released Thu am, likely a soft read. FOMC minutes support Fed largely done
We discuss: how markets are drastically reducing the probability of a Fed hike by YE to 25%-30% from 40%-55% just a few weeks ago. And...
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Macro Minute Video
VIDEO: Macro Minute: Fed-speak unwinding hawkish ripples since Sept FOMC. Adding case for a downturn in yields = P/E expansion ahead = supports YE rally
We discuss: how 10-yr yields are running out of reasons to rise at a time when Fed-speak has distinctively turned dovish. And P/E multiples for...
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Macro Minute Video
VIDEO: Macro Minute: Relative positive reaction by stocks and bonds (yields fall) implies market sees limited conflict = supportive of YE rally thesis
We discuss: how equity markets have shown resilience last 4 trading sessions, supportive of our view stocks can rally into YE. The key market remains...
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