Macro Minute Video
VIDEO: Macro Minute: While angst remains of a pending recession, even today, we saw signs of green shoots
We discuss: the evidence bolstering the case for a soft landing, including tame wage pressures, growth in labor force, cooling apartment rents, and even inflation...
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Macro Minute Video
VIDEO: Macro Minute: Important week ahead, and we expect August CPI (9/13) of +0.20% core or less to further reduce odds of a Nov hike, a positive for equities. Even as UAW strike looms.
We discuss: An important week lies ahead, most notably August CPI on 9/13 but also AAPL 0.48% debut and potential UAW strike. That said, we still...
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Macro Minute Video
VIDEO: Macro Minute: Headwinds now, but expect tailwinds to prevail in Sept. Upward revisions in profits strongest argument against recession.
We discuss: How headwinds of VIX, yields, apprehension are growing. But tailwinds are emerging this month as well. The most notable is EPS revisions inflected...
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Macro Minute Video
VIDEO: Macro Minute: While September off to a soft start, 3 reasons we see inflection in the next week
We discuss: While it is disappointing to see stocks down the first 3 days of Sept (closing below 4,507.66 on S&P 500), 3 things suggest...
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Macro Minute Video
VIDEO: Macro Minute: Sept off to a weak start, but key data coming later this week. Bottoming of US PMIs strengthens case for Industrials $XLI
We discuss: why we remain constructive on the market for September despite Tuesday's minor selloff in equities and rise in November hike odds. Manheim release...
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Macro Minute Video
VIDEO: Macro Minute: Expecting a softish jobs report to start September macro data. Overall, see inflation risks to downside = upside for equities
We discuss: Why we expect markets to gain 2%-3% in September, supported by falling inflation and softening labor markets. The key to watch is Fed...
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Washed Out Stocks
