Ticker Appearances
Daily Technical Strategy
DJIA joins SPX, QQQ back at new all-time highs
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Macro Minute Video
Video: Macro Minute: June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Daily Technical Strategy
DJIA joins SPX, QQQ back at new all-time highs
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Macro Minute Video
Video: Macro Minute: June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Daily Technical Strategy
DJIA joins SPX, QQQ back at new all-time highs
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Macro Minute Video
Video: Macro Minute: June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
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 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a