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 05a680-5a43c3-e1b1cc-f45b35-9d736a
Visitor: 05a680-5a43c3-e1b1cc-f45b35-9d736a Array ( [cookie] => 05a680-5a43c3-e1b1cc-f45b35-9d736a [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] => 216.73.216.174 )
First Word
3 things we are watching in July. Investors still stubbornly bearish after +28% gain from April lows.
VIDEO: We are keeping a "side eye" on a few things in July, including tariff deadlines, FOMC rate decision and the favorable seasonals. The latest...
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 05a680-5a43c3-e1b1cc-f45b35-9d736a
Visitor: 05a680-5a43c3-e1b1cc-f45b35-9d736a Array ( [cookie] => 05a680-5a43c3-e1b1cc-f45b35-9d736a [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] => 216.73.216.174 )
First Word
In our view, tariffs are more a "tax" and therefore not inflationary. Powell giving "glimpses" of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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 05a680-5a43c3-e1b1cc-f45b35-9d736a
Visitor: 05a680-5a43c3-e1b1cc-f45b35-9d736a Array ( [cookie] => 05a680-5a43c3-e1b1cc-f45b35-9d736a [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] => 216.73.216.174 )
First Word
Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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 05a680-5a43c3-e1b1cc-f45b35-9d736a
Visitor: 05a680-5a43c3-e1b1cc-f45b35-9d736a Array ( [cookie] => 05a680-5a43c3-e1b1cc-f45b35-9d736a [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] => 216.73.216.174 )
First Word
A Full List of Tom Lee's Washed-Out Stocks
Fundstrat Head of Research Tom Lee has mentioned washed-out stocks many a times this year, after the painful drawdown of 2025 created fresh attractive investment...
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 05a680-5a43c3-e1b1cc-f45b35-9d736a
Visitor: 05a680-5a43c3-e1b1cc-f45b35-9d736a Array ( [cookie] => 05a680-5a43c3-e1b1cc-f45b35-9d736a [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] => 216.73.216.174 )
First Word
Plurality of investors still cautious. May Core CPI Wed, and shelter will be key.
VIDEO: May Core CPI Wed and we think the key to watch is housing costs, which have been 55% of total rise in inflation 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 05a680-5a43c3-e1b1cc-f45b35-9d736a
Visitor: 05a680-5a43c3-e1b1cc-f45b35-9d736a Array ( [cookie] => 05a680-5a43c3-e1b1cc-f45b35-9d736a [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] => 216.73.216.174 )
Featured Research
Washed Out Stocks
