Ticker Appearances
First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM 0.47% ) are leading gains, even...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
By Wed am, clarity on two macro datapoints = Winner of Prez debate + August CPI. Clarity allows stocks to stabilize in front of Sept FOMC next week.
VIDEO: By Wed am, the market will have clarity = good as the Prez debates and CPI are released. While next 8 weeks are choppy,...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks
VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM 0.47% ) are leading gains, even...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
By Wed am, clarity on two macro datapoints = Winner of Prez debate + August CPI. Clarity allows stocks to stabilize in front of Sept FOMC next week.
VIDEO: By Wed am, the market will have clarity = good as the Prez debates and CPI are released. While next 8 weeks are choppy,...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks
VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
By Wed am, clarity on two macro datapoints = Winner of Prez debate + August CPI. Clarity allows stocks to stabilize in front of Sept FOMC next week.
VIDEO: By Wed am, the market will have clarity = good as the Prez debates and CPI are released. While next 8 weeks are choppy,...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks
VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Entering tricky 8 weeks into election day. Watch the VIX as this signals if pain is "front loaded"
Post-Labor Day, the S&P 500 started September with a -2% decline. This is the worst start since 2015 (-3%) and 5th worst ever since 1928....
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 489da1-915589-cb7fd1-c4fccd-ecc222
Visitor: 489da1-915589-cb7fd1-c4fccd-ecc222 Array ( [cookie] => 489da1-915589-cb7fd1-c4fccd-ecc222 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
