Ticker Appearances
Daily Technical Strategy
Short-term bounce unlikely to exceed SPX 3975 before retest
A bounce looks to be underway, given Tuesday’s prices lifting up to multi-day highs and closing near highs of the session. While this might seem...
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First Word
Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.
Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike...
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First Word
Investors have become "single issue" voters (inflation)... and Tech + small-caps quietly gaining
The May CPI report (reported Friday), coupled with the U Mich Consumer Confidence survey, showed inflation remains sticky. And while there was some evidence, on...
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Daily Technical Strategy
Short-term bounce unlikely to exceed SPX 3975 before retest
A bounce looks to be underway, given Tuesday’s prices lifting up to multi-day highs and closing near highs of the session. While this might seem...
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FSI Pro, FSI Macro
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First Word
Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.
Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike...
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FSI Pro, FSI Macro
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First Word
Investors have become "single issue" voters (inflation)... and Tech + small-caps quietly gaining
The May CPI report (reported Friday), coupled with the U Mich Consumer Confidence survey, showed inflation remains sticky. And while there was some evidence, on...
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FSI Pro, FSI Macro
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First Word
Emerging leadership of Tech + China supports better 2H outlook... more signs forward inflation cooling
As many of our clients have remarked recently, every economic data point is really an inflation report. Repeating the obvious logic: trajectory of inflation impacts...
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First Word
"Soft landing" scenario strengthening. 1980s inflation broken when "goods" inflation peaked. Consumer discounts ahead. Target confirms. Manheim Index shows Luxury + Full-sized tanking.
Investors tell us they don't want to "fight the Fed" and as long as the Fed is tight, they will not touch equities. This is...
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