Macro Minute Video
Video: Macro Minute: Waller dovish comments support stocks in September. Waller argues tariff inflation transitory, which is our base case
VIDEO: We continue to have a positive view on equities in September. There is a lot of Fed speak, especially from voting members, but we...
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 a6e95c-33e78f-0261ae-2b740a-396cb6
Visitor: a6e95c-33e78f-0261ae-2b740a-396cb6 Array ( [cookie] => a6e95c-33e78f-0261ae-2b740a-396cb6 [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] => 216.73.216.108 )
Macro Minute Video
Video: Macro Minute: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024
VIDEO: While consensus is concerned September is a down month due to seasonals and the risk of a rising VIX, we think the best roadmap...
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 a6e95c-33e78f-0261ae-2b740a-396cb6
Visitor: a6e95c-33e78f-0261ae-2b740a-396cb6 Array ( [cookie] => a6e95c-33e78f-0261ae-2b740a-396cb6 [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] => 216.73.216.108 )
Macro Minute Video
Video: Macro Minute: The last time Fed was on "pause" and started cutting in Sep was 1998 and 2024. Both saw strong YE rallies
VIDEO: August is finishing on a solid note with equities up 2%. We are watching 5 things in September, but the most important is 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 a6e95c-33e78f-0261ae-2b740a-396cb6
Visitor: a6e95c-33e78f-0261ae-2b740a-396cb6 Array ( [cookie] => a6e95c-33e78f-0261ae-2b740a-396cb6 [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] => 216.73.216.108 )
Macro Minute Video
Video: Macro Minute: NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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 a6e95c-33e78f-0261ae-2b740a-396cb6
Visitor: a6e95c-33e78f-0261ae-2b740a-396cb6 Array ( [cookie] => a6e95c-33e78f-0261ae-2b740a-396cb6 [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] => 216.73.216.108 )
Macro Minute Video
Video: Macro Minute: We expect Fed Chair Powell's Jackson Hole speech to be interpreted dovishly = good
VIDEO: We think markets ultimately view Fed Chair Powell's Jackson Hole speech as dovish. And this would be positive for equities. Please click here to...
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 a6e95c-33e78f-0261ae-2b740a-396cb6
Visitor: a6e95c-33e78f-0261ae-2b740a-396cb6 Array ( [cookie] => a6e95c-33e78f-0261ae-2b740a-396cb6 [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] => 216.73.216.108 )
Macro Minute Video
Video: Macro Minute: While all eyes remain on Jackson Hole, crypto bottomed tue evening, which suggests stocks have also bottomed ahead of Jackson Hole
VIDEO: We discuss how it looks like Ethereum bottomed tuesday evening, right on schedule and as called by Mark Newton. This bodes well for stocks,...
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 a6e95c-33e78f-0261ae-2b740a-396cb6
Visitor: a6e95c-33e78f-0261ae-2b740a-396cb6 Array ( [cookie] => a6e95c-33e78f-0261ae-2b740a-396cb6 [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] => 216.73.216.108 )
