Debt ceiling: all eyes on House Array ( [cookie] => 3facd5-176e93-490624-1c596c-871f5e [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [visitor_id] => 13671 [user_id] => [reason] => [method] => ) 1 and can accesss
Republican Speaker Kevin McCarthy last week came up with a game plan in an effort to confront the Biden Administration on negotiations to deal with the approaching debt ceiling crisis. The two leaders met at the White House in February, but there have been no follow-up meetings since. Biden says the Congress needs to pass a “clean” debt ceiling increase, while the Speaker insists that the increase or suspension be part of a broader program aimed at reducing government spending.
The White House unveiled the President's budget blueprint in early March, but there has been no corresponding budget laid out by the Republicans. Democrats have made the argument that it is hard to negotiate when only one side has released a budget. To deal with this asymmetry last week the Speaker put forward a Republican plan to increase the debt ceiling by $1.5T until March 31, 2024. The bill would be tied to $4.5B in program cuts that would take place over ten years. Since social security, Medicare and most defense programs are off the table, the Republican proposal takes a big hit at the remaining discretionary budget by reducing programs that range from child nutrition to energy programs to encourage wind and ethanol.


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Thomas J. Lee
Head of Research
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Reports |
First Word The best market research out there -- on a near-daily basis. |
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Intraday Alerts These are released periodically after crucial market developments. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Macro Minute Video Daily video commentary on market conditions & key events. |
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Outlook Webinars We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights! |
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Granny Shots Webinars |
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CEO Interview Webinars | Quarterly | |||||||
Appearances Archive | Real-Time | |||||||
Allocation Tools |
"Super Granny" Shots Stock List Granny Shots we expect to tactically outperform and underperform. |
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Granny Shots Stock List Thematic investment stock picks that aim to outperform the S&P 500. |
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Sector Allocation A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk. |
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⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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Mark L. Newton
Head of Technical Strategy
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Daily Technical Strategy Daily commentary on market trends and short term opportunities. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Daily Technical Strategy Daily commentary on market trends and short term opportunities. |
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Live Technical Analysis |
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Outlook Webinars We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights! |
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Appearances Archive | Real-Time | |||||||
Allocation Tools |
Newton's Upticks Stock List Technically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500. |
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⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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L. Thomas Block
Washington Policy Strategy
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US Policy Weekly update on developments in Washington DC and how they may impact Wall Street. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Market Alerts |
⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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Sean Farrell & Crypto Team
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Market Update Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news. |
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Weekly Strategy Weekly summary of market events and updates on our key theses. |
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Funding Fridays Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested! |
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Crypto Concepts We periodically provide in-depth research on the leading protocols, companies, and funds shaping the crypto ecosystem. |
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Liquid Ventures A recurring research note focused on delivering unique insights into high-risk investment opportunities within the crypto ecosystem, primarily centered on early-stage or small-cap tokens. |
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Deep Research We periodically provide in-depth research on the leading protocols, companies, and funds shaping the crypto ecosystem. |
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Weekly Roadmap Weekly summary of market events and updates on our key theses. |
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Webinars & Videos |
Outlook Webinars Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms. |
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Crypto Comments |
Daily Technical Strategy From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge. |
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Allocation Tools |
Crypto Core Strategy A powerful tool designed to help crypto investors build a crypto portfolio that outperforms the industry’s king – bitcoin – regardless of market conditions. |
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Market Alerts |
⚡️FlashInsights Real-time market commentary about macro and crypto events from our research heads. |
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FS Insight Research Team
Type | Publication | Mon | Tue | Wed | Thu | Fri | Monthly | |
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Reports | First to Market |
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*Earnings Daily This note provides investors with a myriad of useful metrics to measure the progress of earnings season |
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Signal From Noise Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective. |
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Community Questions We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals! |
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FS Insight Academy Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way. |
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Webinars & Videos |
Free Macro Webinars Live webinars and Q&A with our research team and high-profile industry leaders. |
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Free Crypto Webinars Live webinars and Q&A with our research team and high-profile industry leaders. |
Quarterly |
*Daily reporting during each quarterly earnings season.