Macro Minute Video
Video: Macro Minute: 5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.
VIDEO: The muted reaction to positive EPS, in our view, reflects the cautious macro views (uncertainty) given the stubborn inflation reports. 1Q24 EPS seems more...
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Macro Minute Video
Video: Macro Minute: Earnings remains the focus of this week, but drop in yields, crude and VIX are corroborating buy in May
VIDEO: We discuss how earnings is the focus this week, but the backdrop for stocks is strengthening given fall in yields, crude and VIX Please...
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Macro Minute Video
Video: Macro Minute: Earnings focus of coming week… "red hot" economy cooling is another support for "buy in May"
VIDEO: The biggest incremental support for stocks in May is the fact that the "red hot" economy is showing signs of cooling Please click below...
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Macro Minute Video
Video: Macro Minute: A soft jobs report likely shifts "fear of May" to "buy in May"
VIDEO: We discuss how the growing apprehension of markets likely eases in next few weeks, perhaps starting with a possible "soft" April jobs report. Please...
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Macro Minute Video
Video: Macro Minute: May FOMC meeting shows a dovish Fed
VIDEO: Here are 5 from Fed FOMC rate decision that show Fed was dovish. And this supports higher stock prices in May. Please click...
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Macro Minute Video
Video: Macro Minute: Equities down -4% in April and some wonder if this is the start of "payback" — still expecting May to be a positive month, with May FOMC (Wed, tomo) obviously important.
VIDEO: S&P 500 was down -4% in April, but we still expect May to be a positive month. There is a gauntlet of data ahead...
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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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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...
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Macro Minute Video
Video: Macro Minute: Some soul searching might happen post-META, but the core drivers of positive/risk reward remain in place, and a 2% rally does not relieve that
VIDEO: While META -1.09% results disappointed, the company's competitive advantages remain enviable. And the drivers of a rally remain intact. Please click below to view our Macro...
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Macro Minute Video
VIDEO: Macro Minute: Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes today's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are...
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