Videos
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- Macro Minute Video
Video: Macro Minute: APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for the long awaited peaking of auto insurance rates. Please click below to view our Macro Minute (duration: 5:11). https://vimeo. com/946404650/9fcc8ec4c2? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND...
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Lower Rates and Broader Short Covering Could Spark Rally in Crypto Equities
In today's video, we discuss this morning's PPI data being somewhat of a non-factor as investors brace for tomorrow's CPI release, which could serve as a catalyst for a short squeeze in crypto equities. https://vimeo. com/946293085/44d610e301? share=copy
Macro Minute Video
Video: Macro Minute: Stocks survive "fragility test" of April. Roadmap for May more constructive = recovery towards S&P 5,200
VIDEO: Stocks likely fare better in May, after surviving the "fragility test" in April. Also, lots of important macro data this week Please click below...
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Buyers On Strike, But Leaning Bullish into Next Week
In today's video, we discuss the lack of clear market direction and how next week's QRA could provide the next positive catalyst. https://vimeo. com/939383629/ed6cfe039d? share=copy...
Macro Minute Video
Video: Macro Minute: Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
- Macro Minute Video
Video: Macro Minute: May jobs report is key event to cap this week. We are buyers of stocks on Friday, but even stronger if the jobs report is soft.
VIDEO: The macro data this week has been supportive of softening inflation, hence, rise in expected Fed cuts this year to 2.0, but the key is Friday jobs. In the meantime, we see signs institutions adding risk as many missed the rise in May Please click below to view our Macro...
Macro Minute Video
VIDEO: Macro Minute: We are still buying dips (even these baby dips). March CPI could be upside catalyst for stocks to break this 18 day consolidation.
VIDEO: Stocks have been rangebound for 18 days now. March CPI could be upside catalyst on a good reading Please click below to view our Macro Minute (duration:...
Macro Minute Video
VIDEO: Macro Minute: Last week's market "stress test" reveals investors lean bearish. Wed is first "clean" CPI (March) in 2024, and likely a positive catalyst for equities.
VIDEO: The first "clean" CPI report is released Wed (March CPI) and we expect this to show the prevailing trend -- that inflation is falling like...
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Bitcoin Resilience in the Face of Geopolitical Tension
In today's video, we discuss the Coinbase premium in further detail, updates on flows into ETFs and stablecoins, and the divergence between Bitcoin and equities...
Macro Minute Video
VIDEO: Macro Minute: Equities soft into March jobs report (Friday). The 6 most recent instances of weak into jobs day saw strong gains 1-week and 1-month later (5 of 6 times). We expect similar.
VIDEO: Thursday afternoon sell-off of 2% is creating a buying opportunity into Friday's jobs report. There are 6 times stocks fell 1-day and 1-week into the...
