Articles tagged as
FSI Pro
- Crypto Videos
Will McEvoy contributes to FSInsight’s Crypto Weekly research, most recently reporting on stablecoins and their position within the crypto market. Carrie & Will chat stablecoins and how they are different than other cryptocurrencies, such as Bitcoin. *Recorded July 29, 2021
- Earnings Daily
FSInsight 2Q21 Daily Earnings Update – 08/03/2021
• 149 companies are reporting this week. • Of the 311 companies that have reported so far (62% of the S&P 500), 89% are beating earnings estimates by a median of 12%. • On the top line, 87% are beating by an average of 6%.
- First Word
…48 of 50 states see vaccinations rise --> 27 states show vaccine "panic" = really positive development = August rally
And as shown below, the 7D delta is still rising and stands at 22,821. Again, the fact that this remains high and rising does not change the possibility for cases to peak by mid-August. But naturally, it is this rise in cases that is triggering increased apprehension by policymakers and...
- US Policy
Road to infrastructure passage in Senate
We will be introducing a Weekly Policy Update each Monday – authored by Tom Block – to provide additional insight on the current political climate. Summary After days of negotiating and drafting the Senate has finally unveiled its bipartisan infrastructure package. The bill totals 2702 pages, funding programs ranging from...
- Crypto Videos
Avalanche Webinar: A unique approach to building a scalable digital economy
Avalanche – A unique approach to building a scalable digital economy Overview of the Avalanche network and ecosystem Discussion of recent platform upgrades and performance Live Q&A with John Wu (President of Ava Labs)
- Earnings Daily
FSInsight 2Q21 Daily Earnings Update – 08/02/2021
• 151 companies are reporting this week. • Of the 295 companies that have reported so far (59% of the S&P 500), 89% are beating earnings estimates by a median of 13%. • On the top line, 87% are beating by an average of 6%.
- First Word
IHME forecasts USA COVID-19 infections to peak 8/4 (this week) = good. While we are wary of markets, we still tilt positive and DeMark weekly suggests higher US 10Y = good
To me, the "half-full" interpretation is that the Delta variant is considerably further along in the US than many realize. Or more specifically, we believe that Delta surge is further along than many believe: - policymakers already panicking = good - panic almost might motivate non-vaxxed to get vaxxed =...
- Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
Summary – S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week – The market-action Friday marked a recent reversal, with re-opening and reflation plays declining and sectors like Real Estate and Staples eking out minor gains – Despite the rising cases of Delta Variant, the...
- Fed Watch
Powell Exudes Confidence, Hawks Get Louder and Cases Rise
The Federal Reserve Open Market Committee (FOMC) met on Wednesday and elaborated on their decision not to raise rates or adjust the pace of asset purchases. Given the re-emergence of healthcare concerns around the Delta variant, there was much attention on the tone Powell struck with regards to the emerging...