FSI Macro
- Daily Technical Strategy
- Macro Minute Video
VIDEO: Macro Minute: March FOMC this week. Fed is "dovish" even if there are zero cuts. So we are ready to buy the dip on a Fed-driven selloff
On Friday, March 22, we hold our webinar on the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies.” We also provide a Macro Update. If you have not yet registered, sign up with the webinar block below. VIDEO: We discuss how multiple factors support a dovish Fed, even if market expectations...
- US Policy
Fed decision and shutdown deadline this week in DC
This Tuesday and Wednesday the Fed’s Federal Open Markets Committee (FOMC) meets to determine interest rate policy. Chair Powell and most of the “Fed speak” has indicated that there will be no changes in rates at the March meeting. At the end of the meeting at 2:00pm on Wednesday the...
- First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The process of taking action is the process of choosing your pain." — James Clear OVERNIGHT National Association of Realtors agrees to slash commissions in $418M...
- Your Weekly Roadmap
Markets Nearly Flat Ahead of FOMC Despite Hot CPI Release
Good evening, This week, we saw the last two inflation-data releases before the next meeting of the Federal Open Market Committee (FOMC) on Wednesday, March 20. Both came in hot, yet equity markets stayed nearly flat. Our current rally has continued for 20 weeks, but in the view of Fundstrat...
- US Policy
Busy Week Ahead in DC
It was a shortened week in Congress as House Republicans left early for a retreat at the Greenbrier resort in West Virginia. But the House Republicans did get another piece of bad news this week when Rep. Ken Buck of Colorado, a longtime member, announced that he would leave Congress...
- First to Market
- First Word
Still in a buy the dip regime as still "gas in the tank". Money market cash reaches record $6.1T. Of $1.2T rise in past year, only $234 billion is bank deposit flight.
VIDEO: We are still in a buy the dip regime. The fact that money market cash again rose to an all-time high is bullish for stocks. Please click below to view our Macro Minute (duration: 5:59). https://vimeo. com/923561070/4159fa5b1c? share=copy Equity markets are up modestly for the week (despite Thu sell-off)...
- Macro Minute Video
VIDEO: Macro Minute: Still in a buy the dip regime as still “gas in the tank”. Money market cash reaches record $6.1T. Of $1.2T rise in past year, only $234 billion is bank deposit flight.
VIDEO: We are still in a buy the dip regime. The fact that money market cash again rose to an all-time high is bullish for stocks. Please click below to view our Macro Minute (duration: 5:59). https://vimeo. com/923561070/4159fa5b1c? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 46 SMID GRANNY SHOT IDEAS: We...
- Signal From Noise
Commercial Airliners: Getting Ahead of Headwinds
At the February 2024 Singapore Airshow, COMAC (Commercial Aircraft Corporation of China) made a play to break into the global civil aviation market. The state-owned enterprise brought its C919 to the show, hoping its single-aisle, narrow-body airliner might take some market share from Boeing’s 737 Max and Airbus A320neo, the...
- First to Market
Skip to the AI Beat
A daily market update from FS Insight — what you need to know ahead of opening bell “You can’t stop progress, but you can help decide what is progress and what isn’t.” — Ashleigh Brilliant OVERNIGHT Argentina’s record $50.3 billion bond swap aims to pave way to ending currency controls Wall...