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Your Weekly Roadmap
Markets End Lower Ahead of Fed Week, November CPI
Good evening, The chop continues ahead of two significant events on the year-end calendar: the November CPI report releases Tuesday, Dec. 13, and the Federal...
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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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You’ve reached your 5 free reports this month.
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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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You’ve reached your 5 free reports this month.
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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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You’ve reached your 5 free reports this month.
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First Word
Nasdaq outperformed post dot-com crash. Yup. And structural labor shortage strengthens demand for Technology in 2022
Signs of economic slowing are becoming more prevalent, allaying concerns that the economy is so "hot" that the Fed needs to further accelerate rate hikes....
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You’ve reached your 5 free reports this month.
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Your Weekly Roadmap
Markets End Lower Ahead of Fed Week, November CPI
Good evening, The chop continues ahead of two significant events on the year-end calendar: the November CPI report releases Tuesday, Dec. 13, and the Federal...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 5 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
First Word
Nasdaq outperformed post dot-com crash. Yup. And structural labor shortage strengthens demand for Technology in 2022
Signs of economic slowing are becoming more prevalent, allaying concerns that the economy is so "hot" that the Fed needs to further accelerate rate hikes....
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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