Name: FS Insight
Price range: $$$

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Wed November 22

INTRADAY ALERT: Probabilities favor rally into Friday. U Mich inflation "nothing burger"

THIS INTRADAY ALERT IS SENT SOLELY TO MEMBERS OF FS INSIGHT Happy Thanksgiving to everyone. U Mich 1-yr inflation Nov final came in at 4.5%, slightly higher than consensus of 4.4%. To me, it is also not relevant since we know headline and core inflation...

New study shows Vitamin D reduces risk of hospitalization by 14X. Markets staging mini buyers strike ahead of CPI data

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Tue November 14

Stock sentiment so bad, it is good. The bond market is bullying the Fed, because a recession is the best case for credit markets.

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Tue November 14

INTRADAY ALERT: 'Soft' Oct CPI with only 7 of 31 Core components seeing inflation. Wow. Face ripper intact. YE rally thesis intact.

A "face ripper" rally is underway as today's October CPI report vastly undershot consensus.Core CPI came in at +0.23% MoM vs consensus +0.30%As we noted in multiple notes this week, Consensus was leaning "hotter" as many forecasts at +0.34% to +0.38%The softside reading came in the right places - Shelter...

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Thu October 12

Retail sentiment reaches 8-yr low --> points to violent upside in next 3 months

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Thu October 12

INTRADAY ALERT: Sept CPI in-line except for a boggling +51% rise in hotel CPI. Buy this dip as Sept CPI is good enough to keep Fed on pause

THIS INTRADAY ALERT WILL REPLACE TOMORROW MORNING'S FIRST WORD (10/13) AND TONIGHT'S MACRO MINUTE VIDEO (10/12) September CPI, released this morning, was largely in line with Core CPI coming in at +0.32% vs Street of +0.30 and last month's +0.28%. The largest contributor to the rise in Sept Core CPI...