Macro Minute Video
VIDEO: Macro Minute: 4Q23 EPS: 4 reasons EPS results are better than appears on surface, including potential China bottom.
VIDEO: We discuss 4 factors that suggest 4Q23 EPS season stronger than many realize. Please click below to view our Macro Minute (duration: 3:56). https://vimeo....
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Macro Minute Video
VIDEO: Macro Minute: Equity markets up 13 of last 14 weeks, a sign of strength, but 7 precedent instances show a near-term peak could happen in next few weeks
VIDEO: Since 1927, we found 7 precedent instances of a rally seeing gains in 13 of 14 weeks. This is a sign of market strength but...
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Macro Minute Video
VIDEO: Macro Minute: This week's gauntlet shows equity markets are getting stronger. Earnings visibility strengthening as 43% cos post >10% EPS growth.
VIDEO: We discuss how this week shows the equity markets are getting stronger, handling bad news with resilience and earnings visibility improving. Please click below...
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Macro Minute Video
VIDEO: Macro Minute: 3 reasons Fed FOMC press conference more dovish than market reaction, but reinforces tricky period until first cut
VIDEO: The FOMC press conference was more dovish than stocks reflected. We have three reasons we believe the Fed threw cold water on March. Please...
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Macro Minute Video
VIDEO: Macro Minute: January on track for >3% gain, solidifying 2024 to be positive (>92% probability) and suggests our 5,200 target might be low.
VIDEO: Even more important than FOMC or even macro this week is the Wed close. Jan is on track to be positive and it supports...
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Macro Minute Video
VIDEO: Macro Minute: This week will determine how high "Jan new highs" go.
VIDEO: This is one of the largest event driven catalysts weeks of the year: (i) Treasury QRA; (ii) key macro including ISM and jobs; and...
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Washed Out Stocks
