Macro Minute Video
VIDEO: Macro Minute: Core CPI Tuesday am. Equity put-call hit 1.26 showing cautious positioning into CPI. Thus, favorable risk-reward
We discuss: how this week’s most important data point is going to be Tuesday's CPI print. I don’t know whether this will be above or...
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Macro Minute Video
VIDEO: Macro Minute: Big data week ahead. Consensus skews toward a "hotter" Oct Core CPI MoM on 11/14, which is contrarian positive. Baby rally intact and positioning still key (and favorable.)
We discuss: We discuss how this is a big data week ahead, but the most important is Oct CPI on 11/14. The "baby rally" still...
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Macro Minute Video
VIDEO: Macro Minute: Ex-Energy, 3Q23 EPS set to grow >10% YoY. Art Cashin famously said "never short a dull market" yet CBOE equity put-call surged on Wed to 1.32
We discuss: how 3Q23 EPS is on track to grow >10% YoY ex-Energy. We have said stocks should levitate in the absence of macro this...
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Macro Minute Video
VIDEO: Macro Minute: Fedspeak reinforces Fed on pause. Positioning still key driver this week.
We discuss: Fed speak Tuesday is consistent with Powell’s dovish message last week — Fed has made a pivot away from data dependence towards forward looking views. Manheim today supports...
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Macro Minute Video
VIDEO: Macro Minute: Few macro catalysts this week, so positioning of investors is key
We discuss: how there are few macro data points this week, with U Mich inflation on Friday being the only major one. Next week is...
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Macro Minute Video
VIDEO: Macro Minute: Case for "baby rally" to continue strengthened this week. But October jobs report key (Friday)
We discuss: how there are multiple reasons to believe this baby rally is gaining strength. Foremost is a Fed which is beginning to be forward...
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