17 videos
| Date | Title | Duration | T | A | Summary Preview |
|---|---|---|---|---|---|
| Feb 18, 11:09 | All Clear for More BoE Easing | N/A | ✓ | — | No analysis |
| Feb 17, 11:13 | Steady Eddy Foreign Investment | N/A | ✓ | — | No analysis |
| Feb 16, 23:06 | The Week Ahead 2026.02.16 | N/A | ✓ | — | No analysis |
| Feb 13, 11:34 | End of Elevated Inflation In Sight | N/A | ✓ | — | No analysis |
| Feb 12, 11:09 | Will a Pickup in Jobs Keep Spending Going? | N/A | ✓ | ✓ | === SUMMARY === * The US labor market is showing signs of a potential turnaround in 2026, with private payrolls posting the best numbers in over a y... |
| Feb 11, 11:05 | All Clear To Dive Back Into Gold | N/A | ✓ | ✓ | === SUMMARY === - The gold market has normalized after a chaotic, retail-driven surge and subsequent correction in recent weeks, with the author signa... |
| Feb 10, 11:17 | Dissaving Drives Decent Demand | N/A | ✓ | ✓ | === SUMMARY === * The US economy is experiencing real growth and robust household consumption, despite anemic employment growth, soft wage growth, a... |
| Feb 09, 11:06 | Macro View On Software & Hyperscaler Pain | N/A | ✓ | ✓ | === SUMMARY === * The recent sell-off in software names and concerns over reduced hyperscaler stock buybacks are primarily an intra-market rotation,... |
| Feb 08, 23:06 | The Week Ahead 2026.02.08 | N/A | ✓ | ✓ | === SUMMARY === * A significant sector rotation is underway, with "momo favorite software stocks imploding" while "old school value companies surge,... |
| Feb 06, 11:24 | Frozen Labor Market Persists | N/A | ✓ | ✓ | === SUMMARY === - The labor market remains largely "frozen," characterized by job growth just above zero, a stable unemployment rate, and low labor su... |
| Feb 05, 11:17 | Developed World Monetary Policy Divergence | N/A | ✓ | ✓ | === SUMMARY === - Global monetary policy is set to diverge significantly in 2026, with the US Federal Reserve positioned as the "easy money outlier" c... |
| Feb 04, 11:18 | The Yield Curve Is Too Damn Flat | N/A | ✓ | ✓ | === SUMMARY === - Bob Elliott argues the US Treasury yield curve, specifically the 2/10s spread, is "too damn flat" at 50-70bps, significantly below a... |
| Feb 03, 12:03 | Thematic Portfolio Update: Easy Street | N/A | ✓ | ✓ | === SUMMARY === - The administration has committed to an "Easy Street" path of easy monetary and fiscal policy, aiming to stimulate the economy despit... |
| Feb 03, 11:30 | The Case For US Stocks | N/A | ✓ | ✓ | === SUMMARY === - Bob Elliott, previously cautious for over a year, is now bullish on US equities, citing dissipating macro headwinds and strengthenin... |
| Feb 02, 11:42 | Underpricing Easy Street Policy | N/A | ✓ | ✓ | === SUMMARY === - The newly appointed, politically connected Fed chair is expected to pursue politically expedient easy monetary policies to support t... |
| Feb 01, 23:06 | The Week Ahead 2026.02.01 | N/A | ✓ | ✓ | === SUMMARY === * The broad market rally is perceived as "overdone" and a "mania," despite a strong January, with last week's sharp reversal only un... |
| Jan 30, 11:21 | Speculative Mania Speedbumps | N/A | ✓ | ✓ | === SUMMARY === * Markets are currently driven by a broad-based speculative mania, not nuanced macro views, as evidenced by high cross-asset correla... |