Macro Minute Video
Video: Macro Minute: Looking at 2H 2024, strong stays strong. Stick with 1H winners and themes.
VIDEO: The focus of the data heavy macro this week is on health of economy and whether we are facing a soft landing. As for...
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
GRANNY SHOTS: June 2024 Super Granny update
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER “Super Grannies” (most timely) and...
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: Case-Shiller April price data (Tue 9am ET) likely to confirm home prices YoY set to roll over. Also, Bitcoin selloff from Mt Gox only temporary
VIDEO: The year ago Case-Shiller home prices were rising ~0.80% MoM April thru Sept, and the pace in 2024 is more like +0.30% MoM. This...
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: As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July
VIDEO: As we enter final week of June, the global economy's fundamentals strengthened this month, while inflation weakened = stocks up for the right reasons...
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
The surge in new car inventory points to further goods deflation ahead = inflation falling like a rock = supportive of higher P/E
VIDEO: The important macro news this week is the piling up of new car inventory and this will put downward pressure on car prices and...
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: The surge in new car inventory points to further goods deflation ahead = inflation falling like a rock = supportive of higher P/E
VIDEO: The important macro news this week is the piling up of new car inventory and this will put downward pressure on car prices and...
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: Median P/E (2025) ~16X, same as start of year = stay constructive. Softer retail sales and Manheim pricing raises odds of sooner Fed cuts.
VIDEO: The median multiple of the S&P 500 stock is still 16X P/2025 EPS, very reasonable in our view. Softer incoming data this week points...
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
INTRADAY ALERT: May core CPI downside of +0.16% mom affirms rationale to buy stocks this week and into month end
May Core CPI released this am and it was a huge downside reading at +0.16% mom versus +0.28% consensusThe driver of the downside read was...
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
INTRADAY ALERT: Stronger than expected May jobs report doesn't derail positive view for June.
Today, the BLS released the May jobs report (8:30am ET) and the headline jobs added was far above consensus at +272k vs +180k Street consensus.On...
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
JOLTS misses by -2.8 std dev as job market cools sharply = "bad news is good news." Rally at close in each of last 3 days is sign of institutional accumulation.
VIDEO: Stocks are inching higher in this first week of June. Notably, buying has taken place at the end of the day, which is historically...
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
