Macro Minute Video
Macro Minute Video
Video: Macro Minute: A lot of macro this week. Jan Core CPI could post lowest YoY at 2.51% since March 2021 and in line with pre-COVID readings
Video_: _There is key macro this week including the Jan jobs report Wed and could show a strengthening labor market, which is good. And Jan...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: 5 reasons the 8% decline in the Nasdaq 100 feels like a bear market. We believe much of the bad news is getting priced in
Video_: _While stocks are only down modestly YTD, to many investors, this feels like a bear market. We discuss the factors behind this but believe...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
Video_: _We discuss how precious metal prices rising is arguably a bad thing for stocks and crypto. The decline in software stocks is a sign...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: January barometer points to upside to our YE 7,700 target. Silver and gold volatile moves triggering spillover into other markets.
Video_: _We continue to expect a 3 phase market in 2026. A rally peaking around 7,300. And a drawdown that feels like a bear market. ...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: FOMC rate decision "no cut" as expected. But Fed is incrementally dovish as they see narrowing risks and 2 dissenters for a cut
Video_: _The Fed is taking an incremental step to be dovish and this is evidenced by Powell further reducing the risk of inflation. Moreover, overall...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: Health insurers hit as Washington continues to pick winners and losers. Fed day is Wed
Video_: _Wed is FOMC rate decision day and we expect the overall message to be dovish. This does not mean the Fed will cut rates,...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: Nov Core PCE details show softer inflation than +0.16% MoM and easier comps mean Core PCE YoY could fall 50bp in the next 3 months
Video_: _We discuss how the details of Nov Core PCE were encouraging. Hospitals and Financial services represented half of the +0.16% MoM rise. Financial services...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: Greenland standoff de-escalates = good as VIX and MOVE Index fall. Nov Core PCE out Thu am and will likely support further Fed cuts
Video_: _The Greenland situation quickly de-escalated, which is a good thing. And as we look at the remainder of the week, there are some key...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: Greenland and JGB (Japan) rattle markets, but VIX and MOVE Index barely budge = buy the dip
Video_: _We discuss the 5 reasons President Trump may want Greenland as a US territory. But we believe the bigger force behind the decline today...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Macro Minute Video
Video: Macro Minute: S&P 500 up +1.8% so far, a great sign. Leadership continues to come from Energy, Basic Materials and crypto
Video_: _We discuss how 2026 is starting off on a strong note, including positive the first 5 days. This is consistent with our "base case"...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 119 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Visitor: 9870b2-7ce88a-4ad6e7-2772da-ce525a Array ( [cookie] => 9870b2-7ce88a-4ad6e7-2772da-ce525a [current_usage] => 119 [max_usage] => 2 [current_usage_crypto] => 6 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.33 )
Articles Read 2/2
🎁 Unlock 1 extra article by joining our Community!
You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a
Already have an account? Sign In 9870b2-7ce88a-4ad6e7-2772da-ce525a