First Word
Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Friday Will Confirm Inflation on a "Glidepath Lower."
We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. Please click below...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In ce5716-7b9fbb-ebb6dc-d364a8-5c095f
Visitor: ce5716-7b9fbb-ebb6dc-d364a8-5c095f Array ( [cookie] => ce5716-7b9fbb-ebb6dc-d364a8-5c095f [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Macro Minute Video
VIDEO: Macro Minute: Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Tomorrow Will Confirm Inflation on a "Glidepath Lower."
We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. (Duration: 7:41). Please...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In ce5716-7b9fbb-ebb6dc-d364a8-5c095f
Visitor: ce5716-7b9fbb-ebb6dc-d364a8-5c095f Array ( [cookie] => ce5716-7b9fbb-ebb6dc-d364a8-5c095f [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us
We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In ce5716-7b9fbb-ebb6dc-d364a8-5c095f
Visitor: ce5716-7b9fbb-ebb6dc-d364a8-5c095f Array ( [cookie] => ce5716-7b9fbb-ebb6dc-d364a8-5c095f [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Macro Minute Video
VIDEO: Macro Minute: Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us
We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In ce5716-7b9fbb-ebb6dc-d364a8-5c095f
Visitor: ce5716-7b9fbb-ebb6dc-d364a8-5c095f Array ( [cookie] => ce5716-7b9fbb-ebb6dc-d364a8-5c095f [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.
We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In ce5716-7b9fbb-ebb6dc-d364a8-5c095f
Visitor: ce5716-7b9fbb-ebb6dc-d364a8-5c095f Array ( [cookie] => ce5716-7b9fbb-ebb6dc-d364a8-5c095f [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Macro Minute Video
VIDEO: Macro Minute: Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.
We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In ce5716-7b9fbb-ebb6dc-d364a8-5c095f
Visitor: ce5716-7b9fbb-ebb6dc-d364a8-5c095f Array ( [cookie] => ce5716-7b9fbb-ebb6dc-d364a8-5c095f [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
