Macro Minute Video
Video: Macro Minute: Sept Core CPI likely to be interpreted as 'dovish' by markets. And collapse of High Beta Momentum in past week points to 97% probability of rally into YE
Video_: _The collapse of high beta momentum in the past week is often a sign of a local low. Since 2005, a decline of more...
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 e6416f-c05e99-92ae65-5806f2-cf00b0
Visitor: e6416f-c05e99-92ae65-5806f2-cf00b0 Array ( [cookie] => e6416f-c05e99-92ae65-5806f2-cf00b0 [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] => 216.73.216.130 )
Macro Minute Video
Video: Macro Minute: Market sees widespread derisking as dual risks of private credit and China-US tensions = no mas. But HY shows limited concern = buy the dip
Video_: _Today was a widespread derisking day, and momentum stocks have fallen -15% in 6D, the worst performance since early 2022. But to us, this...
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 e6416f-c05e99-92ae65-5806f2-cf00b0
Visitor: e6416f-c05e99-92ae65-5806f2-cf00b0 Array ( [cookie] => e6416f-c05e99-92ae65-5806f2-cf00b0 [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] => 216.73.216.130 )
Macro Minute Video
Video: Macro Minute: Heavy week for 3Q25 EPS earnings. Polymarket shows expectations rising for "softer" Sept CPI reading.
Video_: _Sept Core CPI is reported this Friday. The first govt "macro report" since the shutdown started, which means investors will put a lot 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 e6416f-c05e99-92ae65-5806f2-cf00b0
Visitor: e6416f-c05e99-92ae65-5806f2-cf00b0 Array ( [cookie] => e6416f-c05e99-92ae65-5806f2-cf00b0 [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] => 216.73.216.130 )
Macro Minute Video
Video: Macro Minute: October proving to be 'Up-tober' and CPI on tap for this friday
Video_: _We cite 5 reasons why this month is proving to be 'Up-tober' and notably, we think the risks of rising inflation remain low. 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 e6416f-c05e99-92ae65-5806f2-cf00b0
Visitor: e6416f-c05e99-92ae65-5806f2-cf00b0 Array ( [cookie] => e6416f-c05e99-92ae65-5806f2-cf00b0 [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] => 216.73.216.130 )
Macro Strategy
Video: Macro Minute: Fed Beige Book shows softening labor markets = dovish. Recent reports of private credit issues is not creating stress in high yield = good
Video_: _Equity markets continue to recover tentatively given rising tensions between US and China, and 3Q25 EPS season has been solid so far. Overall, 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 e6416f-c05e99-92ae65-5806f2-cf00b0
Visitor: e6416f-c05e99-92ae65-5806f2-cf00b0 Array ( [cookie] => e6416f-c05e99-92ae65-5806f2-cf00b0 [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] => 216.73.216.130 )
Macro Minute Video
Video: Macro Minute: US-China trade rhetoric heats up. 2025 proving to be worst year for fund manager in decades, setting up for performance chasing
Video_: _Markets were roiled by China headlines Tuesday, but we ultimately see this as noise. The bigger dynamic at play is the positive seasonals and...
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 e6416f-c05e99-92ae65-5806f2-cf00b0
Visitor: e6416f-c05e99-92ae65-5806f2-cf00b0 Array ( [cookie] => e6416f-c05e99-92ae65-5806f2-cf00b0 [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] => 216.73.216.130 )
