Macro Minute Video
Video: Macro Minute: Important macro week ahead with CPI, PPI and also 4Q24 earnings season starts with $JPM and others.
VIDEO: We discuss how the macro has muddled in the past few weeks stemming from multiple factors but the fundamentals remain intact. Technicals however remain...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
Intraday Alert
It's politics...U Mich inflation surge solely political divide. Rep see +0.1% vs Dems see +4.2%... Yup
Equity markets are under selling pressure due in part to a solid jobs report (actually a good thing) and intensified by a "really hot" U...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
Macro Minute Video
Video: Macro Minute: S&P 500 closes positive "first 5 days" which strengthens our base case for 6,600. Fed minutes show FOMC members see inflation drivers actually stalling, consistent with our view
VIDEO: The first 5 days was positive, which is a good omen. The FOMC minutes show Fed officials acknowledge core components inflation weakening, but uncertainty...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
First Word
Rise in US 10-yr yields clearly pressuring stocks, but Newton (Head of Technical Strategy) sees lower yields by year-end. Day 5 of "first 5 days" is Wed 1/8
VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
Macro Minute Video
Video: Macro Minute: Rise in US 10-yr yields clearly pressuring stocks, but Newton (Head of Technical Strategy) sees lower yields by year-end. Day 5 of "first 5 days" is Wed 1/8
VIDEO: We believe the ISM services and commentary around tariffs is the reasons yields jumped higher today. But Mark Newton, Head of Technical Strategy, sees...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
First Word
S&P 500 closing above 5,881.63 on 1/8 (Wed) key to "first 5 days" -- don't let recency bias fuel bearish views.
VIDEO: We are closely watching the S&P 500 close on Wed 1/8 as this invokes the "rule of first 5 days" Please click below to view...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
Macro Minute Video
Video: Macro Minute: S&P 500 closing above 5,881.63 on 1/8 (Wed) key to "first 5 days" -- don't let recency bias fuel bearish views.Video: Macro Minute:
VIDEO: We are closely watching the S&P 500 close on Wed 1/8 as this invokes the "rule of first 5 days" Please click below to view...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
First Word
2024 ending on a "whimper." Since 1928, weak final week = strong Jan 2025.
Equity markets are ending 2024 with a whimper. The S&P 500 has been down 4 of the 5 final trading days of 2024. Yet, equities...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
Macro Minute Video
Video: Macro Minute: Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 5 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6
Visitor: ef243e-376291-de8bdf-72cf61-0ab2d6 Array ( [cookie] => ef243e-376291-de8bdf-72cf61-0ab2d6 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 4 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.187 )
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 ef243e-376291-de8bdf-72cf61-0ab2d6
Already have an account? Sign In ef243e-376291-de8bdf-72cf61-0ab2d6