Macro Minute Video
VIDEO: Macro Minute: Is this becoming a "single issue" market singularly focused on yields? That will eventually change, but rise in rates growing headwind
We discuss: How the stock market has become a single issue market -- until long-term rates stop soaring, stocks are under pressure. Is this move...
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Macro Minute Video
VIDEO: Macro Minute: The softness in equities in the past few months reminds me of Phil Fisher's sage wisdom
We discuss: why Phil's quote – "The stock market is filled with individuals who know the price of everything, but the value of nothing" –...
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Macro Minute Video
VIDEO: Macro Minute: After a challenging few months, investors skeptical at start of October. But we remain constructive on stocks into YE, even with near-term risks.
We discuss: 2023 has been characterized by skepticism of the economy and markets and yet equities have risen. The best entry points have been when...
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Macro Minute Video
VIDEO: Macro Minute: Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Tomorrow Will Confirm Inflation on a "Glidepath Lower."
We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. (Duration: 7:41). Please...
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Macro Minute Video
VIDEO: Macro Minute: Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us
We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....
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Macro Minute Video
VIDEO: Macro Minute: Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.
We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...
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Macro Minute Video
VIDEO: Macro Minute: 3 reasons we think -2.5% decline is an over-reaction. "Higher for longer" is really "higher for longer DUE to higher GDP."
We discuss: why the "hawkish" take by markets from FOMC ultimately reverses in the next few weeks. There are 3 reasons, but the most important...
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Macro Minute Video
VIDEO: Macro Minute: Markets apprehensive into Sept FOMC rate decision (Wed 2pm). Given S&P 500 oversold, history suggests stocks more likely to gain in the following week. Stay with Technology, Energy and Industrials
We discuss: why markets could react positively post-FOMC meeting this Wed. This reflects both a potential change in Fed view on inflation but also because...
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Macro Minute Video
VIDEO: Macro Minute: Reasons why we see FOMC rate decision Wed as turning point higher for equities
We discuss: the multiple reasons why the Wed FOMC rate decision is likely a positive turning point for markets. These reasons span from Nov hike...
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Crypto - Comments
Respecting The Seasonality
Today’s video discusses seasonal headwinds, market outflows, and declining market liquidity, explaining why we are showing some tactical caution while remaining optimistic in the intermediate...
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