Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
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 b074d3-e76a02-1fff7d-1b3292-0cbc72
Visitor: b074d3-e76a02-1fff7d-1b3292-0cbc72 Array ( [cookie] => b074d3-e76a02-1fff7d-1b3292-0cbc72 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.217 )
First Word
Mostly good news in the June NY Fed survey. 1-yr inflation back to pre-tariff levels, when the Fed was in "cutting mode."
Video: The June NY Fed consumer survey showed widespread good news for consumers, including 1-yr inflation expectations back to pre-tariff levels (when Fed was cutting),...
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 b074d3-e76a02-1fff7d-1b3292-0cbc72
Visitor: b074d3-e76a02-1fff7d-1b3292-0cbc72 Array ( [cookie] => b074d3-e76a02-1fff7d-1b3292-0cbc72 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.217 )
Macro Minute Video
Video: Macro Minute: Mostly good news in the June NY Fed survey. 1-yr inflation back to pre-tariff levels, when the Fed was in "cutting mode."
VIDEO: The June NY Fed consumer survey showed widespread good news for consumers, including 1-yr inflation expectations back to pre-tariff levels (when Fed was cutting),...
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 b074d3-e76a02-1fff7d-1b3292-0cbc72
Visitor: b074d3-e76a02-1fff7d-1b3292-0cbc72 Array ( [cookie] => b074d3-e76a02-1fff7d-1b3292-0cbc72 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.217 )
Macro Minute Video
Video: Macro Minute: After 6 Black Swans, the S&P 500 equal weight P/E shrank from 17.6X to 16.9X... which is why we see P/E expansion next few years
VIDEO: The fact the S&P 500 faced 6 Black Swans in the past 5 years and yet managed to grow earnings is testament to 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 b074d3-e76a02-1fff7d-1b3292-0cbc72
Visitor: b074d3-e76a02-1fff7d-1b3292-0cbc72 Array ( [cookie] => b074d3-e76a02-1fff7d-1b3292-0cbc72 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.217 )
First Word
July showing pullbacks remain shallow. The continued strength in high-yield shows the economy remains healthy.
VIDEO: Ahead of the June jobs report, bonds markets are quietly pricing in 2.6 cuts versus 1.7 after June FOMC. This while high yield spreads...
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 b074d3-e76a02-1fff7d-1b3292-0cbc72
Visitor: b074d3-e76a02-1fff7d-1b3292-0cbc72 Array ( [cookie] => b074d3-e76a02-1fff7d-1b3292-0cbc72 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.217 )
Macro Minute Video
Featured Research
Washed Out Stocks
