Markets Have Best Week Since 2020; Beaten Down Sectors Lead The Way Higher Array ( [cookie] => 6028a1-f11e52-a258ad-1fd343-566681 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [visitor_id] => 150862 [user_id] => [reason] => [method] => ) 1 and can accesss
Stocks had their best week of the year so far and staged impressive gains. The breadth of the rally this week was impressive. The S&P 500 and Nasdaq posted gains for four days in a row. The Nasdaq rose an impressive 8.1% this week. Friday in particular was marked by the conspicuous strength of several leading Technology stocks like Apple, Meta, and Nvidia having significant gains. The obvious question after such a strong rally is whether or not will mark a tradable bottom. So far, the 2/24 lows that occurred on the day of the Russian Invasion of Ukraine have held. The Federal Reserve took the much-anticipated action of raising the Federal Funds target by .25 bps, as was expected by most analysts. With inflation running hot by all measures, and with the added inflationary pressure from the war in Ukraine, the primary focus of the Fed has shifted to fighting inflation. The indications from the dot plot suggest that the Fed will raise by .25 six more times before the year is over.
One major question that remains is whether the Fed will need to raise the benchmark rate above neutral to assist in slowing growth. The committee so far believes that they will raise the benchmark rate to a peak of 2.8%, above their predicted neutral rate of 2.4%, sometime in 2023. However, hawkish voices on the FOMC like James Bullard and Christopher Waller are calling for much more aggressive actions. Bullard was the only board member to dissent on the vote, instead preferring a more aggressive rate hike of 50 bps. He would have the equivalent of 12 rate hikes this year if it were up to him.


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Thomas J. Lee
Head of Research
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Reports |
First Word The best market research out there -- on a near-daily basis. |
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Intraday Alerts These are released periodically after crucial market developments. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Macro Minute Video Daily video commentary on market conditions & key events. |
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Outlook Webinars We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights! |
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Granny Shots Webinars |
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CEO Interview Webinars | Quarterly | |||||||
Appearances Archive | Real-Time | |||||||
Allocation Tools |
"Super Granny" Shots Stock List Granny Shots we expect to tactically outperform and underperform. |
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Granny Shots Stock List Thematic investment stock picks that aim to outperform the S&P 500. |
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Sector Allocation A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk. |
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⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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Mark L. Newton
Head of Technical Strategy
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Daily Technical Strategy Daily commentary on market trends and short term opportunities. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Daily Technical Strategy Daily commentary on market trends and short term opportunities. |
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Live Technical Analysis |
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Outlook Webinars We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights! |
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Appearances Archive | Real-Time | |||||||
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Newton's Upticks Stock List Technically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500. |
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L. Thomas Block
Washington Policy Strategy
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US Policy Weekly update on developments in Washington DC and how they may impact Wall Street. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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Sean Farrell & Crypto Team
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Market Update Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news. |
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Weekly Strategy Weekly summary of market events and updates on our key theses. |
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Funding Fridays Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested! |
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Crypto Concepts We periodically provide in-depth research on the leading protocols, companies, and funds shaping the crypto ecosystem. |
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Liquid Ventures A recurring research note focused on delivering unique insights into high-risk investment opportunities within the crypto ecosystem, primarily centered on early-stage or small-cap tokens. |
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Deep Research We periodically provide in-depth research on the leading protocols, companies, and funds shaping the crypto ecosystem. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Outlook Webinars Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms. |
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Daily Technical Strategy From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge. |
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Crypto Core Strategy A powerful tool designed to help crypto investors build a crypto portfolio that outperforms the industry’s king – bitcoin – regardless of market conditions. |
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⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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FS Insight Research Team
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Reports | First to Market |
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*Earnings Daily This note provides investors with a myriad of useful metrics to measure the progress of earnings season |
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Signal From Noise Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective. |
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Community Questions We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals! |
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FS Insight Academy Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way. |
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Webinars & Videos |
Free Macro Webinars Live webinars and Q&A with our research team and high-profile industry leaders. |
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Free Crypto Webinars Live webinars and Q&A with our research team and high-profile industry leaders. |
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*Daily reporting during each quarterly earnings season.