Ticker Appearances
First Word
Updating Granny Shots. Is June the last "really bad" CPI, enabling Fed reaction function shift from "expeditious" to "measured"
The story for much of 2022 has been that of markets and Fed trying to keep up with surging inflation. And as the chart below...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
First Word
LEAD VS LAG: Case strengthening inflationary drivers peaked ("lead"), even if CPI remains elevated ("lag") = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
First Word
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
First Word
Updating Granny Shots. Is June the last "really bad" CPI, enabling Fed reaction function shift from "expeditious" to "measured"
The story for much of 2022 has been that of markets and Fed trying to keep up with surging inflation. And as the chart below...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
First Word
LEAD VS LAG: Case strengthening inflationary drivers peaked ("lead"), even if CPI remains elevated ("lag") = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
First Word
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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 fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
Visitor: fbbef3-7df1f6-8d3fc6-d0e9c5-bd5623
