Signal From Noise
Soft Power, Hard Returns
This July, the Pew Research Center reported a startling finding: in a poll of roughly 42,000 people in 36 countries, China is now viewed more...
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Daily Technical Strategy
Materials sector in focus following Treasury-fueled surge back to new all-time highs
THE BIG TAKEAWAY FOR THIS WEEK CENTERED AROUND THE TREASURY DEPARTMENT'S DOUBLING OF ITS BUYBACK PROGRAM, WHICH HELPED TO JUICE CRYPTOCURRENCIES, METALS AND MINING STOCKS,...
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Your Weekly Roadmap
Bond-Yield Chaos Drives Down Stocks
Choppy moves in global government bond yields dragged down stocks from records this week. The S&P 500 slipped 1.4% to 7,674.37 points, posting its worst...
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US Policy
Midterms and War Focus
With most of the primaries over, the playing field for the November midterm elections is becoming clear. The current Senate lineup is 53 Republicans to 47 Democrats. With a...
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First to Market
Dissecting Moderna's mRNA Second Act
CHART OF THE DAY GOOD MORNING! One of the bigger market stories this week was the massive surge in Moderna MRNA 7.51% shares on Wednesday. The...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Daily Technical Strategy
SPX's pullback into the June peaks above 7600 is an attractive area to buy dips
NEAR-TERM EQUITY TRENDS HAVE NOW UNDERGONE NEARLY FIVE DAYS OF CONSOLIDATION, AND THIS REMAINS A SHORT-TERM TECHNICAL PULLBACK VS. THE START OF ANYTHING LARGER FOR...
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Crypto - Comments
Treasury Doubles Down on YCC-Lite Signal, Spot Flows Appear to Be Supporting the Rally Post-Squeeze, SOL Has an Overlooked Weekend Catalyst
TREASURY DOUBLES DOWN ON YESTERDAY’S SIGNAL Crypto continued to rally today despite a more challenging backdrop across traditional markets. Equities traded lower and yields retraced...
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