The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in January, well short of a median estimate of 67, and the lowest print since October 2011 – even lower than April 2020, when the global economy was locked down. “To put it bluntly,” notes Jim Bianco, president and macro strategist at Bianco Research, “this was not a g ... Show More
Nov 2
Why the Midterms Matter for Market Liquidity | Macro Mondays: Nov. 2, 2026
With the U.S. midterm elections just one day away, Andreas Steno and Mikkel Rosenvold are back to break down the forces shaping markets as November gets underway. They examine the battle for control of Congress and what the outcome could mean for markets, the disconnect between s ... Show More
30m 14s
Apr 2024
Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24
<p>A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explai ... Show More
42m 35s