US Policy
Fri, July 26, 2024 | 1:36PM ET
L . Thomas Block
L . Thomas Block

Washington Policy Strategist

Trump vs. Harris, House Goes Home

Last Sunday, the political world was shaken by the announcement by President Biden that he would not accept the Democratic Presidential nomination. The President then...

First Word
Fri, July 26, 2024 | 12:27PM ET
Tom Lee, CFA
Tom Lee, CFA AC

Head of Research

INTRADAY ALERT: June Core PCE +0.18% MoM good enough for markets to raise odds of +50bp (2 cuts) in Sept = good. Supports "summer of small-caps"

The June Core PCE came in at +0.18% MoM. This was slightly higher than consenus but as we highlight below, there are 4 items driving...

First to Market
Fri, July 26, 2024 | 9:01AM ET
FS Insight Team
FS Insight Team

Taking Care of Business

A daily market update from FS Insight — what you need to know ahead of opening bell "Don't let nobody take care of your business...

Earnings Daily
Fri, July 26, 2024 | 6:30AM ET

Comments
Thu, July 25, 2024 | 9:06PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

PCE and BTC Conference Could Catalyze Strength into August

In today's video, we analyze the recent downturn in crypto markets and highlight pivotal events that could reignite the rally. https://vimeo. com/990355541/cc9d391f8a? share=copy

Daily Technical Strategy
Thu, July 25, 2024 | 8:18PM ET
Mark L. Newton, CMT
Mark L. Newton, CMT AC

Head of Technical Strategy

July seasonality argues for a strong end of month rally

SPX AND QQQ LOOK TO BE TRYING TO STABILIZE AFTER PULLING BACK TO SUPPORT AND SHOWING A STRONG INITIAL PUSH OFF THE LOWS INTO MID-DAY...

Macro Minute Video
Thu, July 25, 2024 | 8:04PM ET
Tom Lee, CFA
Tom Lee, CFA AC

Head of Research

Video: Macro Minute: PCE important Fri. Small-caps $IWM just generated a signal only seen 10 times since 1979 and almost always "early cycle" signal with 100% win-ratio 3M, 6M and 12M later (90% 1M).

VIDEO: Small-caps just generated a very important quantitative signal, moving >1% in 11 of the last 12 trading sessions.  This has only happened at the start...