Intraday Alert
Sept Core CPI "hot" vs consensus, but internals show inflation still falling. Plus, too much cash on sidelines
The Sept Core CPI came in at +0.31% vs Street +0.26%. This is higher ("hot") than expected. But we think this report will have little...
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Macro Minute Video
Video: Macro Minute: Fundstrat turns 10 this year, a look back at the earliest days of 2014. Also, we expect investors to "buy the dip" post-CPI
VIDEO: Fundstrat's 10th-anniversary celebration starts Oct 10th. We appreciate our clients for supporting us over the past decade. Please click below to view our Macro Minute (duration:...
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Macro Minute Video
Video: Macro Minute: Incremental macro risks pressure market today, a reminder markets still choppy until election day. Watch the VIX
VIDEO: Hurricanes, Israel-Iran, Trump gaining in betting markets plus a heavy macro calendar add to "uncertainty" which is why markets are choppy. We continue to...
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Intraday Alert
Better Sept jobs = good. Port strike suspended = good. Incremental good news past 24 hours = allowing tailwinds to shine
The Sept jobs report came in better than expected at +254k versus the Street consensus at +150k. This was a clean beat driven by restaurants...
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Macro Minute Video
Video: Macro Minute: Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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Macro Minute Video
Video: Macro Minute: Incoming data today supporting of "no landing" including MBA mortgages and ADP. Tailwinds stronger than headwinds
VIDEO: Incoming data today is supportive of a "no landing" which is good. ADP jobs Sept suggests Friday jobs could surprise to upside. Tailwinds are...
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Macro Minute Video
Video: Macro Minute: October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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Macro Minute Video
Video: Macro Minute: Fed Chair Powell comments at NABE inline. 3 fundamental drivers remain tailwind into YE.
VIDEO: The S&P 500 closed Sept with a gain, making 8 of 9 months for gains, a sign of a strong market. While Oct has...
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Macro Minute Video
Video: Macro Minute: Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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First Word
19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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