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A "hawkish cut" is consensus for Wed FOMC, but this is also a "market clearing" event, hence, December rally still intact.

We still expect the S&P 500 to finish 2025 achieving new all-time highs, reaching 7,000-7,300. But the path seems labored, and in the first days...

Video: Macro Minute: Dec FOMC rate decision, even if a "hawkish cut," still has bullish implications and is a clearing event

Video_: _We expect stocks to rally post-FOMC, despite what is widely expected to be a hawkish cut.  That is, the Fed will likely raise the...

2026 OUTLOOK (Lee): Wall of Skepticism + New Fed, S&P 500 Year-end 7,700

PLEASE JOIN US TOMORROW AT 1PM ET FOR OUR 2026 YEAR AHEAD OUTLOOK. Register HERE. Video_: _Please tune into our 2026 Outlook webinar.  At the...

Equal-weighted SPX and IWM have both made new all-time highs

TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND I THINK THE PRICE ACTION POST-FOMC CERTAINLY SEEMS TO TILT THE ODDS THAT A MOVE BACK TO...

2025 Technical Outlook: A more Subdued year but still likely positive

REMINDER: My 2025 Technical Outlook is today (1/7) at 2:00 PM Est. Additionally, please find my Outlook Deck attached HERE. CONCLUSIONS-SPX END OF YEAR TARGET...

Stocks Edge Higher in December Ahead of Widely Expected Rate Cut Next Week

Good evening,  The S&P 500 edged higher to start a seasonally strong December. The broad-based index rallied 0.3% this week, while the Nasdaq Composite increased...

All Eyes on What Groundwork Powell’s Laying For The Next Fed Chair

CHART OF THE DAY GOOD MORNING! Few will care about the magnitude of the Federal Reserve’s interest-rate cut this afternoon. Instead, investors and strategists will...

Which Retail Stocks To Put Under Your Christmas Tree?

Recent earnings reports suggest that consumers of all economic backgrounds will keep spending money as long as they can spot a good deal. Some retail...

Fed Meets, Congress Works on Healthcare and Budget

The Federal Reserve’s Federal Open Markets Committee (FOMC) meets this week, for the last time in 2025, to decide on the next move for interest...

The Cut, The Dots, and the Chair: Why 2026 Looks Different

The Federal Reserve lowered its benchmark interest rate by 25 basis points today, the third cut of the year and an outcome that carried over...

FS Insight 3Q25 Daily Earnings (EPS) Update – 12/05/2025

Video: Macro Minute: HBO documentary (airing tonight) claims to identify Satoshi. Still a "whipsaw" market but we expect investors to buy the dip, with 3Q24 EPS around the corner.

VIDEO: Be sure to tune into the HBO documentary Digital Money tonight at 9pm ET, where HBO claims to reveal the identity of Satoshi Nakamoto,...