Ticker Appearances
First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
