Macro Minute Video
VIDEO: Macro Minute: Last few days worsen August outlook and bottom not likely until Jackson Hole 8/25
We discuss: how the last few days have seen stocks violate some key levels and on top of last week's ignored good news, means equities...
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Macro Minute Video
VIDEO: Macro Minute: August Super Granny update. Quality names but be wary of August
On Wednesday, 8/16 , 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: Surveys show inflation expectations back to prepandemic levels = Fed less work to do. Base case still August front-loaded the weakness, but stay wary
We discuss: how several surveys out Friday and today show consumer and biz inflation expectations basically back to normal. And August remains a month to...
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Macro Minute Video
VIDEO: Macro Minute: August keeps us wary, but in past week, risk of recession lower and visibility of lower inflation greater. Market increasingly needs to consider Fed could cut rates in early 2024
We discuss: The fact stocks traded flat on good news does add to our wariness of August. But odds a recession fell last week and...
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Macro Minute Video
VIDEO: Macro Minute: Details of July CPI point to repeatable low core CPI in coming months. But stocks bothered by rise in rates, which is hard to dismiss.
We discuss: It was disappointing to see equities end flat on a great CPI report. Part of it could be explained by surge in yields and...
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Macro Minute Video
VIDEO: Macro Minute: 4 reasons we expect stocks to rally the week post-July CPI
We discuss how the setup for stocks in the July CPI report coming out 830am ET on Thursday is favorable. In fact, this rally could...
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