First Word
First Word
July very "hot" PPI and yet stocks rose, is evidence too many investors are carrying an "inflation hammer"
VIDEO: Equities managed to rise on Thursday, despite a very "hot" July PPI. This is evidence that investors were expecting higher PPI and similarly, markets...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e02e27-2a331a-2ce4bf-68147c-0d8b15
Visitor: e02e27-2a331a-2ce4bf-68147c-0d8b15 Array ( [cookie] => e02e27-2a331a-2ce4bf-68147c-0d8b15 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 40.77.167.45 )
First Word
Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e02e27-2a331a-2ce4bf-68147c-0d8b15
Visitor: e02e27-2a331a-2ce4bf-68147c-0d8b15 Array ( [cookie] => e02e27-2a331a-2ce4bf-68147c-0d8b15 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 40.77.167.45 )
First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e02e27-2a331a-2ce4bf-68147c-0d8b15
Visitor: e02e27-2a331a-2ce4bf-68147c-0d8b15 Array ( [cookie] => e02e27-2a331a-2ce4bf-68147c-0d8b15 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 40.77.167.45 )
First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e02e27-2a331a-2ce4bf-68147c-0d8b15
Visitor: e02e27-2a331a-2ce4bf-68147c-0d8b15 Array ( [cookie] => e02e27-2a331a-2ce4bf-68147c-0d8b15 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 40.77.167.45 )
First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e02e27-2a331a-2ce4bf-68147c-0d8b15
Visitor: e02e27-2a331a-2ce4bf-68147c-0d8b15 Array ( [cookie] => e02e27-2a331a-2ce4bf-68147c-0d8b15 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 40.77.167.45 )
First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e02e27-2a331a-2ce4bf-68147c-0d8b15
Visitor: e02e27-2a331a-2ce4bf-68147c-0d8b15 Array ( [cookie] => e02e27-2a331a-2ce4bf-68147c-0d8b15 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 40.77.167.45 )
Featured Research
Washed Out Stocks
