Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

August keeps us wary, but in past week, risk of recession lower and visibility of lower inflation greater. Market increasingly needs to consider Fed could cut rates in early 2024

Today’s note will include a short video update. We discuss:  The fact stocks traded flat on good news does add to our wariness of August.  But odds a recession fell last week and visibility for lower inflation improved.  We think markets will start to focus on fact Fed could cut rates as early as Feb/March 2024 as real rates start surging.

Please click below to view yesterday's Macro Minute (Duration: 7:22).

So far in August, equities have ...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In