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First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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First Word
New tactical call "Overweight homebuilders" as we enter the Golden 6 months.
VIDEO: We are entering the golden 6 months for homebuilders. The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...
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First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 12 reports for free this month.
To continue reading our research please sign up below.
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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To continue reading our research please sign up below.
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First Word
New tactical call "Overweight homebuilders" as we enter the Golden 6 months.
VIDEO: We are entering the golden 6 months for homebuilders. The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...
This report is accessible to FSI Pro, FSI Macro memberships.
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First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 12 reports for free this month.
To continue reading our research please sign up below.
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 12 reports for free this month.
To continue reading our research please sign up below.
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First Word
New tactical call "Overweight homebuilders" as we enter the Golden 6 months.
VIDEO: We are entering the golden 6 months for homebuilders. The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 12 reports for free this month.
To continue reading our research please sign up below.
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