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COVID-19 UPDATE: Wave 3 seems to be plateauing, but the holiday season still ahead. Favorable equity seasonals start 12/15...

Click HERE to access the FSInsight COVID-19 Daily Chartbook.


Our 2021 Year Ahead Outlook will be released Thursday, December 17th at 3:00 PM EST

Joining us for a webinar, which will include the Fundstrat Macro Team.  The following topics will be discussed:   

• Overall macro and strategy outlook 2021
• Economic outlook, what can we reasonably expect for GDP growth?
• Where are we in this investment cycle and what themes will dominate?
• We discuss key policy risks and upsides 
• New investment themes
• Full EPS and sector outlook
Don't miss it!!!!

You must register in advance. 
Register here to attend --> REGISTRATION LINK

Should you have any questions, please do not hesitate to contact us at (212) 293-7140 or email


STRATEGY: December seasonals should be starting on 12/15/2020The rate of increase in COVID-19 cases is slowing.  And the Thanksgiving week created distortions:- week of Thanksgiving looked artificially good (closed labs/offices)- week post-Thanksgiving look artificially bad (payback)- we are now 14-17 days post-ThanksgivingSo this week's slowing could be a distortion, because we are compari...

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