Ticker Appearances
First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click 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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips
VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300. But we discuss the possible reasons for a "zone of hestiation"...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
Intraday Alert
Oct Core PCE +0.27% MoM is +0.23% ex-magazines. Affirms inflation "falling like a rock" and Fed stays dovish
Today's Oct Core PCE came in at +0.27% MoM, slightly better than consensus of +0.28%. The YoY came in at +2.80% YoY. The details of...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Bessent as Treasury Secretary reinforces market's perception of a "Trump put" - and Bessent lends substantial economic and market credibility to the incoming cabinet.
VIDEO: President-elect Trump is nominating Scott Bessent for Treasury Secretary. He is viewed as very market friendly and his 3-3-3 approach seen as supportive for...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
4 reasons case for Thanksgiving rally (to 11/29) intact, fueled by Trump "put" and Fed "put." Treasury Sec pick possible near-term catalyst
VIDEO: Conditions for a Thanksgiving rally to S&P 500 6,100 remain intact. Please click below to view our Macro Minute (duration: 4:03). Equities have...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click 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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips
VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300. But we discuss the possible reasons for a "zone of hestiation"...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
Intraday Alert
Oct Core PCE +0.27% MoM is +0.23% ex-magazines. Affirms inflation "falling like a rock" and Fed stays dovish
Today's Oct Core PCE came in at +0.27% MoM, slightly better than consensus of +0.28%. The YoY came in at +2.80% YoY. The details of...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
Bessent as Treasury Secretary reinforces market's perception of a "Trump put" - and Bessent lends substantial economic and market credibility to the incoming cabinet.
VIDEO: President-elect Trump is nominating Scott Bessent for Treasury Secretary. He is viewed as very market friendly and his 3-3-3 approach seen as supportive for...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
First Word
4 reasons case for Thanksgiving rally (to 11/29) intact, fueled by Trump "put" and Fed "put." Treasury Sec pick possible near-term catalyst
VIDEO: Conditions for a Thanksgiving rally to S&P 500 6,100 remain intact. Please click below to view our Macro Minute (duration: 4:03). Equities have...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
Daily Technical Strategy
GOOGL being added to UPTICKS list
I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND DO NOT FEEL SUFFICIENT RISK IS THERE TO WARRANT A SELLOFF...
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 c85018-9dae20-eb73e5-6121b5-22543d
Visitor: c85018-9dae20-eb73e5-6121b5-22543d
