9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help break negative doom loop on stocks. We discuss: Tireless Ken and team analyzed earnings transcripts and found 360 references to Israel- Gaza connected to headwinds, uncertainty, compared to ~45 to 50 past 5 quarters. So the war is even top of…
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
Earlier this month, Target released its Q4 2017 results alongside 2018 guidance. The release brought with it selling pressure...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
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