Ticker Appearances
First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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First Word
3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM -0.89% ) are leading gains, even...
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First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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FSI Pro, FSI Macro
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You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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FSI Pro, FSI Macro
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Already have an account? Sign In c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM -0.89% ) are leading gains, even...
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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
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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FSI Pro, FSI Macro
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You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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FSI Pro, FSI Macro
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You have viewed the limit of 2 reports for free this month.
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Visitor: c85018-9dae20-eb73e5-6121b5-22543d
