First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 13 free reports this month.
Visitor: e9cf4a-cd0d76-5238c4-6c8185-ef53c2 Array ( [cookie] => e9cf4a-cd0d76-5238c4-6c8185-ef53c2 [current_usage] => 13 [max_usage] => 2 [current_usage_crypto] => 5 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.91 )
Macro Minute Video
Video: Macro Minute: Stocks are 3% from all-time highs, yet, this is one of the "most hated" rallies as investors are looking for reasons for stocks to fall, rather than upside. This is a good sign. And we see firepower to drive an all-time high in equities
VIDEO: Stocks are 3% from all-time highs, yet this is one of the "most hated" rallies as investors are looking for reasons for stocks to...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 13 free reports this month.
Visitor: e9cf4a-cd0d76-5238c4-6c8185-ef53c2 Array ( [cookie] => e9cf4a-cd0d76-5238c4-6c8185-ef53c2 [current_usage] => 13 [max_usage] => 2 [current_usage_crypto] => 5 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.91 )
Macro Minute Video
Video: Macro Minute: Moody’s downgrade not signal. Market resilience shows investors do not have enough exposure to stocks
VIDEO: As we discussed Sunday, we did not see much signal from Moody’s downgrade. Thus, equities closed green after opening down more than -1%. To...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 13 free reports this month.
Visitor: e9cf4a-cd0d76-5238c4-6c8185-ef53c2 Array ( [cookie] => e9cf4a-cd0d76-5238c4-6c8185-ef53c2 [current_usage] => 13 [max_usage] => 2 [current_usage_crypto] => 5 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.91 )
First Word
We view the Moody's downgrade (of USA debt from AAA) as largely non-event and would buy the dip.
Over the weekend, Moody's downgraded the USA sovereign rating from Aaa to Aa1. Moody's is the last to downgrade the USA and now the US...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 13 free reports this month.
Visitor: e9cf4a-cd0d76-5238c4-6c8185-ef53c2 Array ( [cookie] => e9cf4a-cd0d76-5238c4-6c8185-ef53c2 [current_usage] => 13 [max_usage] => 2 [current_usage_crypto] => 5 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.91 )
Intraday Alert
MARKETING DECK: Looking ahead to 2026 argues for P/E expansion
OFF-SIDES: 5 REASONS INVESTORS ARE OFF-SIDESRECESSION COMING = SELL USA EQUITIESSUPPLY CHAIN HIT = SHORT US CYCLICALS & SMALL-CAPSVIX SURGE = INSTITUTIONS FORCED TO DE-RISKEND...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 13 free reports this month.
Visitor: e9cf4a-cd0d76-5238c4-6c8185-ef53c2 Array ( [cookie] => e9cf4a-cd0d76-5238c4-6c8185-ef53c2 [current_usage] => 13 [max_usage] => 2 [current_usage_crypto] => 5 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.91 )
Macro Minute Video
Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact
VIDEO: This is the first time in 3 months that markets have a feel of normalcy. Of course, there still seems to be a steady...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 13 free reports this month.
Visitor: e9cf4a-cd0d76-5238c4-6c8185-ef53c2 Array ( [cookie] => e9cf4a-cd0d76-5238c4-6c8185-ef53c2 [current_usage] => 13 [max_usage] => 2 [current_usage_crypto] => 5 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.91 )
Articles Read 2/2
🎁 Unlock 1 extra article by joining our Community!
You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.
Already have an account? Sign In e9cf4a-cd0d76-5238c4-6c8185-ef53c2
Already have an account? Sign In e9cf4a-cd0d76-5238c4-6c8185-ef53c2
