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BITW
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$35
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+0.38%
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$35
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$35
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$34
Ticker Appearances
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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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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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...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 2 reports this month.
Already have an account? Sign In 3d1c13-93dfc0-ebbe6e-74bd10-e4633f
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...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 2 reports this month.
Already have an account? Sign In 3d1c13-93dfc0-ebbe6e-74bd10-e4633f
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...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 2 reports this month.
Already have an account? Sign In 3d1c13-93dfc0-ebbe6e-74bd10-e4633f
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...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 2 reports this month.
Already have an account? Sign In 3d1c13-93dfc0-ebbe6e-74bd10-e4633f
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