Your Weekly Roadmap
S&P 500 Benefits From Dovish Fed and Blockbuster Earnings From Meta, Apple
Good evening, A dovish stance from the Federal Reserve and blockbuster earnings from Meta Platforms and Apple helped the S&P 500 inch higher this week,...
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US Policy
Government Shutdown, New Fed Chair
With the government shutdown deadline at midnight tonight, it appears that there will be a shutdown. There’s hope that it may end by early next...
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Crypto - Crypto Strategy
Approaching a Potential "Value Zone" Sooner Than Expected
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat WARSH IS FED CHAIR NOMINEE Reports late Thursday afternoon indicated that the White House was preparing to support...
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First to Market
Buybacks, Trump, and Jesse Jackson
CHART OF THE DAY GOOD MORNING! In the 1990s, the Rev. Jesse Jackson demanded that Nike NKE -1.26% include black representation on its board and partner...
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Earnings Daily
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Daily Technical Strategy
AAPL’s breakthrough quarter likely to help Technology rebound continue
NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND BOTH SPX AND QQQ HAVE PUSHED BACK TO NEW ALL-TIME HIGHS WHILE THE BROADER MARKET HAS REMAINED FAR...
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First to Market
Yen and the Art of Carry-Trade Maintenance
CHART OF THE DAY GOOD MORNING! We've noted recently that the so-called bond vigilantes who seemed to act as a check on the more extreme...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: FOMC rate decision "no cut" as expected. But Fed is incrementally dovish as they see narrowing risks and 2 dissenters for a cut
Video_: _The Fed is taking an incremental step to be dovish and this is evidenced by Powell further reducing the risk of inflation. Moreover, overall...
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Fed Watch
FOMC Holds Line, So Do Markets
As expected, the Federal Reserve on Jan. 28, 2026 maintained its benchmark policy rate at 3.50-3.75%. The decision was not unanimous, as two of the...
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