Ticker Appearances
Signal From Noise
Daily Technical Strategy
Short-term bounce unlikely to exceed SPX 3975 before retest
A bounce looks to be underway, given Tuesday’s prices lifting up to multi-day highs and closing near highs of the session. While this might seem...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.
Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Investors have become "single issue" voters (inflation)... and Tech + small-caps quietly gaining
The May CPI report (reported Friday), coupled with the U Mich Consumer Confidence survey, showed inflation remains sticky. And while there was some evidence, on...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Emerging leadership of Tech + China supports better 2H outlook... more signs forward inflation cooling
As many of our clients have remarked recently, every economic data point is really an inflation report. Repeating the obvious logic: trajectory of inflation impacts...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
"Soft landing" scenario strengthening. 1980s inflation broken when "goods" inflation peaked. Consumer discounts ahead. Target confirms. Manheim Index shows Luxury + Full-sized tanking.
Investors tell us they don't want to "fight the Fed" and as long as the Fed is tight, they will not touch equities. This is...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Signal From Noise
Daily Technical Strategy
Short-term bounce unlikely to exceed SPX 3975 before retest
A bounce looks to be underway, given Tuesday’s prices lifting up to multi-day highs and closing near highs of the session. While this might seem...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.
Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Investors have become "single issue" voters (inflation)... and Tech + small-caps quietly gaining
The May CPI report (reported Friday), coupled with the U Mich Consumer Confidence survey, showed inflation remains sticky. And while there was some evidence, on...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Emerging leadership of Tech + China supports better 2H outlook... more signs forward inflation cooling
As many of our clients have remarked recently, every economic data point is really an inflation report. Repeating the obvious logic: trajectory of inflation impacts...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
"Soft landing" scenario strengthening. 1980s inflation broken when "goods" inflation peaked. Consumer discounts ahead. Target confirms. Manheim Index shows Luxury + Full-sized tanking.
Investors tell us they don't want to "fight the Fed" and as long as the Fed is tight, they will not touch equities. This is...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 52efff-ef7a17-69523e-9c4bbe-8dd7c7
Visitor: 52efff-ef7a17-69523e-9c4bbe-8dd7c7 Array ( [cookie] => 52efff-ef7a17-69523e-9c4bbe-8dd7c7 [current_usage] => 1 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
