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Lee Sees 'Overreaction', Opportunity After Equities Sink on Jobs Data
Good evening, It was a tumultuous week. We saw strong gains during and immediately after a meeting of the Federal Open Markets Committee, to be followed with a sharp Friday sell-off that Fundstrat Head of Research Tom Lee unequivocally described as “ugly.” In addition to sharp declines in equities (all...
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What To Do
A daily market update from Fundstrat — what you need to know ahead of opening bell "A moment's insight is sometimes worth a life's experience." — Oliver Wendell Holmes, Sr. OVERNIGHT U.S. hiring slows to 114,000 jobs in July WSJ Weak economic data prompts stock selloff WSJ U.S. 10-year yield sinks...
FSI Snapshot
A 'Two Steps Forward, One Step Back' Market
The past week was a challenging one for markets. Still, the overall message to us, says Fundstrat Head of Research Tom Lee, is that "COMPANIES...
FSI Snapshot
Can Post-FOMC Rally Continue?
MARKETS WERE APPREHENSIVE AHEAD OF LAST WEEK'S FOMC meeting, and Fundstrat Head of Research Tom Lee told clients that, based on the conversations he was...
FSI Snapshot
Before FOMC Week, Plenty of 'Dry Powder'
This week, we saw the last two INFLATION-DATA RELEASES before the next meeting of the Federal Open Market Committee (FOMC) on Wednesday, March 20. Though...
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Positive Externalities
A daily market update from FS Insight — what you need to know ahead of opening bell "Find a need and fill it… nothing is...
Fed Watch
FOMC Maintains Trajectory Despite Delayed Cut Expectations
The Federal Open Markets Committee on Wednesday again voted to maintain its rate targets at 5.25% - 5.50%, as widely expected. There was perhaps a...
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Seeing Costs As Lower Than Expected
A daily market update from FS Insight — what you need to know ahead of opening bell “I'm not in this world to live up...
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Permission To Charge
A daily market update from FS Insight — what you need to know ahead of opening bell "One of the frustrating things for people who...