Ticker Appearances
Daily Technical Strategy
Industrials and Banks save the day despite Tech weakness post FOMC
MARKETS HAVE ENTERED A WINDOW FOR POTENTIAL SHORT-TERM TREND CHANGE, BUT DO NOT EXPECT MUCH SELLING UNTIL AUGUST. NEAR-TERM, AN SPX-4500-4620 RANGE MIGHT HOLD INTO...
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
First Word
Rebalance Granny Shots --> +3 net: 12 additions and 9 deletions
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: REBALANCE GRANNY SHOTS --> +3 NET: 12 ADDITIONS AND 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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
Daily Technical Strategy
Industrials and Banks save the day despite Tech weakness post FOMC
MARKETS HAVE ENTERED A WINDOW FOR POTENTIAL SHORT-TERM TREND CHANGE, BUT DO NOT EXPECT MUCH SELLING UNTIL AUGUST. NEAR-TERM, AN SPX-4500-4620 RANGE MIGHT HOLD INTO...
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
First Word
Rebalance Granny Shots --> +3 net: 12 additions and 9 deletions
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: REBALANCE GRANNY SHOTS --> +3 NET: 12 ADDITIONS AND 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 7584e7-ae0e4f-6a2286-e059cf-305f08
Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
