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First Word
Updating Granny Shots. Is June the last "really bad" CPI, enabling Fed reaction function shift from "expeditious" to "measured"
The story for much of 2022 has been that of markets and Fed trying to keep up with surging inflation. And as the chart below...
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First Word
LEAD VS LAG: Case strengthening inflationary drivers peaked ("lead"), even if CPI remains elevated ("lag") = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
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Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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First Word
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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First Word
Updating Granny Shots. Is June the last "really bad" CPI, enabling Fed reaction function shift from "expeditious" to "measured"
The story for much of 2022 has been that of markets and Fed trying to keep up with surging inflation. And as the chart below...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You have viewed the limit of 0/2 complimentary reports this month.
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First Word
LEAD VS LAG: Case strengthening inflationary drivers peaked ("lead"), even if CPI remains elevated ("lag") = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You have viewed the limit of 0/2 complimentary reports this month.
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Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You have viewed the limit of 0/2 complimentary reports this month.
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First Word
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You have viewed the limit of 0/2 complimentary reports this month.
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