Ticker Appearances
Daily Technical Strategy
WTI Crude’s push to new 2023 highs should benefit Energy
Wednesday’s roller-coaster ride post CPI report failed to answer many questions on the near-term direction for US stock indices, and movement lower under the ongoing...
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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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Your Weekly Roadmap
Markets Have Another Choppy Week and Rotation Continues, Financials Have Rough Friday After Big Bank Earnings
The S&P 500 closed at 4,662.85 down from 4677.03 . The VIX settled at $19.19 and didn’t get too far above $20 this week.Powell’s testimony...
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Daily Technical Strategy
WTI Crude’s push to new 2023 highs should benefit Energy
Wednesday’s roller-coaster ride post CPI report failed to answer many questions on the near-term direction for US stock indices, and movement lower under the ongoing...
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FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 173aaf-da1bbc-1f54b9-040222-4df555
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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FSI Pro, FSI Macro
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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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FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free 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...
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FSI Pro, FSI Macro, FSI Weekly
memberships.
You have viewed the limit of 2 reports for free 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 --...
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FSI Pro, FSI Macro
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Already have an account? Sign In 173aaf-da1bbc-1f54b9-040222-4df555
Your Weekly Roadmap
Markets Have Another Choppy Week and Rotation Continues, Financials Have Rough Friday After Big Bank Earnings
The S&P 500 closed at 4,662.85 down from 4677.03 . The VIX settled at $19.19 and didn’t get too far above $20 this week.Powell’s testimony...
This report is accessible to
FSI Pro, FSI Macro, FSI Weekly
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 173aaf-da1bbc-1f54b9-040222-4df555
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