Macro Minute Video
Video: Macro Minute: Leadership YTD in markets comes from Bitcoin and AI. Pullbacks remains shallow, in our view, due to continued market skepticism
VIDEO: The resilience of equities reflects both the improving visibility of tariffs, geopolitical and inflation and also negative skepticism by investors and the resulting short...
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 b76b09-8f3892-477047-3a320f-1c58bc
Visitor: b76b09-8f3892-477047-3a320f-1c58bc Array ( [cookie] => b76b09-8f3892-477047-3a320f-1c58bc [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] => 216.73.216.154 )
Macro Minute Video
Video: Macro Minute: 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 b76b09-8f3892-477047-3a320f-1c58bc
Visitor: b76b09-8f3892-477047-3a320f-1c58bc Array ( [cookie] => b76b09-8f3892-477047-3a320f-1c58bc [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] => 216.73.216.154 )
Macro Minute Video
Video: Macro Minute: US bombing Iran is not the "Black Swan" many feared and now peace is near. This supports more upside into YE
VIDEO: We have long said that markets tend to "sell the build-up and buy the invasion" and this was again demonstrated today as stocks gained...
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 b76b09-8f3892-477047-3a320f-1c58bc
Visitor: b76b09-8f3892-477047-3a320f-1c58bc Array ( [cookie] => b76b09-8f3892-477047-3a320f-1c58bc [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] => 216.73.216.154 )
Macro Minute Video
Video: Macro Minute: Fed on hold (no surprise) but Q&A shows confusion from “data dependent” Fed to “forward looking” hawkish Fed
VIDEO: While stocks traded flat today, versus our expectations for a rally, it is also evident to us that markets are questioning why the 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 b76b09-8f3892-477047-3a320f-1c58bc
Visitor: b76b09-8f3892-477047-3a320f-1c58bc Array ( [cookie] => b76b09-8f3892-477047-3a320f-1c58bc [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] => 216.73.216.154 )
Macro Minute Video
Video: Macro Minute: 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 b76b09-8f3892-477047-3a320f-1c58bc
Visitor: b76b09-8f3892-477047-3a320f-1c58bc Array ( [cookie] => b76b09-8f3892-477047-3a320f-1c58bc [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] => 216.73.216.154 )
Macro Minute Video
Video: Macro Minute: Fed meeting focus this week, but bond markets see falling inflation ahead. As we noted, Israel-Iran war not a risk changer and we expect dips to be bought
VIDEO: As we noted Friday, the Israel-Iran war likely does not alter our market views. While Fed meeting is this week, keep in mind bond...
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 b76b09-8f3892-477047-3a320f-1c58bc
Visitor: b76b09-8f3892-477047-3a320f-1c58bc Array ( [cookie] => b76b09-8f3892-477047-3a320f-1c58bc [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] => 216.73.216.154 )
Featured Research
Washed Out Stocks
