Macro Minute Video
Macro Minute Video
Video: Macro Minute: Market remains a 'coiled spring' and Wed FOMC minutes to reveal how Fed flipped to 12 of 12 supporting hikes
VIDEO_:_ We believe equity markets are a 'coiled spring' with positive risk/reward as the wall of worry is simply too high. We are especially interested...
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Macro Minute Video
Video: Macro Minute: S&P 500 is a 'coiled spring' and markets could resume gains next week, fueled by dovish macro data points
VIDEO_:_ The S&P 500 has again become a coiled spring and while the Wall of Worry is substantial, we see the potential for positive catalysts. ...
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Macro Minute Video
Video: Macro Minute: White House hosts AI lunch, as AI industry looks towards "self-regulation" while Fed Williams speech leads to lower odds of an Oct hike
VIDEO_:_ The White House today hosted a lunch and announced a Super Intelligence accord, or pledge. This looks to be looking like a SRO, or...
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Macro Minute Video
Video: Macro Minute: Markets wobble as yields, oil and Fed weigh. But key potentially dovish data this week could walk markets back from hawkish land
VIDEO_:_ There is some key dovish data this week including the annual BEA PCE revision, which could reduce Core PCE YoY. And the Friday jobs...
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Macro Minute Video
Video: Macro Minute: Yields and bond volatility (MOVE) only surged since Fed Chair Warsh spoke at Jackson Hole. This suggests markets could respond to dovish data and a lot is on tap for next week.
VIDEO_:_ Our analysis shows that long-term yields and bond volatility only started surging after Fed Chair's speech at Jackson Hole. That was when he surprised...
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Macro Minute Video
Video: Macro Minute: Equities weaken as US 10-yr exceeds 5% given multiple factors. That said, we believe we are at 'Max hawkish Fed' = max pain = buy the dip
VIDEO_:_ We believe the conditions are setup for stocks to continue to strengthen. While investors are understandably nervous given the rise in yields, this is...
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Macro Minute Video
Video: Macro Minute: September 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
MARKET: 6 MOST IMPORTANT FACTORS FOR EQUITIESAI IS A STRUCTURAL STORY… SPACE MIGHT EXTEND THIS2027 EPS +25%, WHILE PE CONTRACTSFED MAX "HAWKISH" = MAX PAIN...
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Macro Minute Video
Video: Macro Minute: Face ripper underway as markets reached 'max pain' last week, led by Ethereum outperforming by 7,470bp so far this quarter. We expect less hawkish-Fed speak in weeks ahead
VIDEO_:_ We reached max pain last week, in oil, Fed and sentiment. This is why we believe markets can sustain a substantial rally towards S&P...
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Macro Minute Video
Video: Macro Minute: Fed raising +25bp and statement is max 'hawkishness,' and coupled with a waterfall decline in stocks is a positive risk/reward
VIDEO_:_ The Fed raising 25bp and a very hawkish press conference is puzzling, especially with the SEP showing 2 hikes in 2026. In our view,...
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Macro Minute Video
Video: Macro Minute: Heading into Sep FOMC rate decision, we see stocks rising with +25bp hike and a bigger rally if Fed holds
VIDEO_:_ There are times when market caution and trepidation lead to pricing in the bad news ahead of an event. To us, the selloff of...
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