First Word
Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 0af830-c84404-b43177-931369-414668
Visitor: 0af830-c84404-b43177-931369-414668 Array ( [cookie] => 0af830-c84404-b43177-931369-414668 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.223.135.69 )
Macro Minute Video
Video: Macro Minute: Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 0af830-c84404-b43177-931369-414668
Visitor: 0af830-c84404-b43177-931369-414668 Array ( [cookie] => 0af830-c84404-b43177-931369-414668 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.223.135.69 )
Macro Minute Video
Video: Macro Minute: Trump "put" is alive and well (for those who doubted it) and markets likely react positive to Tuesday April Core CPI
VIDEO: Today's developments, including China-US tariffs rolling back to 30%, are evidence, in our view, that the Trump "put" remains alive and well. Given the...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 0af830-c84404-b43177-931369-414668
Visitor: 0af830-c84404-b43177-931369-414668 Array ( [cookie] => 0af830-c84404-b43177-931369-414668 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.223.135.69 )
First Word
Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 0af830-c84404-b43177-931369-414668
Visitor: 0af830-c84404-b43177-931369-414668 Array ( [cookie] => 0af830-c84404-b43177-931369-414668 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.223.135.69 )
Macro Minute Video
Video: Macro Minute: Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 0af830-c84404-b43177-931369-414668
Visitor: 0af830-c84404-b43177-931369-414668 Array ( [cookie] => 0af830-c84404-b43177-931369-414668 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.223.135.69 )
First Word
Investors wary ahead of May FOMC (5/7). While some churning expected post-April 7 rally, we also see improving risk/reward given trade progress.
The May FOMC rate decision and press conference is Wed (May 7th) at 2pm ET. The S&P 500 has recovered >50% of its losses since...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 0af830-c84404-b43177-931369-414668
Visitor: 0af830-c84404-b43177-931369-414668 Array ( [cookie] => 0af830-c84404-b43177-931369-414668 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.223.135.69 )
