First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Macro Minute Video
Video: Macro Minute: Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Intraday Alert
Thoughts ahead of FOMC rate decision at 2pm ET
At 2:00pm ET today, the FOMC will make its interest rate decision for September and a press conference starting at 2:30pm ET:The Street is expecting...
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First Word
MARKETING DECK: Dovish Fed is a positive, driving a broadening economy
STILL A BULL MARKET: USA LEADERSHIP VERSUS REST OF WORLDINVESTMENT OUTLOOK BETTER NOW THAN START OF 2025FED MORE DOVISH IN 2026US COS SURVIVED 6TH MAJOR...
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Macro Strategy
Video: Macro Minute: Post-FOMC, we see biggest gains from Crypto #BTC #ETH and MAG7 into year-end, mirroring Sept 2024
Video_: _Today is Fundstrat's 11th birthday!!! We discuss how post-FOMC, the boost in liquidity and the resulting move off "sidelines" are the biggest factors for...
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Macro Minute Video
Video: Macro Minute: August Core CPI details show housing and autos were +0.27% of the +0.35% rise, arguing not new inflation wave. Jobless claim surge = Fed needs to cut
Video_: _The data today from CPI and jobless claims is overall positive. We think the CPI rise is largely explained by housing and autos. And...
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