Macro Minute Video
VIDEO: Macro Minute: Powell speech and ISM services incrementally dovish, raising odds of a June cut = affirms "buy the dip" even as shorts reload
VIDEO: Of the three key macro events today, this was on balance dovish, reflected in the fact that the odds of a June cut are...
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 e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Macro Minute Video
VIDEO: Macro Minute: 5 reasons we are buying this "inflation-fear" 2-day dip. Wed could be the turning date higher.
VIDEO: We discuss the 5 reasons we are buying this 2-day dip. Probabilities favor a turn upwards Wed 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 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Macro Minute Video
VIDEO: Macro Minute: In past 2 trading days, 4 key inflation data points released, only 1 is hawkish. Yet, markets slash odds of a June cut. Hence, we lean higher odds of June cut vs consensus
VIDEO: There have been 4 important inflation-related reports since Friday. Only ISM manufacturing is hawkish yet odds of a June cut tanked to ~50%. We...
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 e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Macro Minute Video
VIDEO: Macro Minute: GS fund flow data shows investors pulled $22b from equities last week, hardly a sign of a top. Small-caps strengthen as markets believe Fed cuts coming
VIDEO: We discuss how the the $6T in cash on sldelines remains a tremendous support for stocks. And coming Fed cuts benefit small-caps over large...
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 e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Macro Minute Video
VIDEO: Macro Minute: 3 empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
VIDEO: There is a_ _trifecta of factors supporting small-cap outperformance in 2024 and we detail the fundamental case for small-caps in this video Please click...
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 e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Macro Minute Video
VIDEO: Macro Minute: Feb PCE deflator Friday is key data point. Feb NYSE margin debt up but no sign of a near-term peak
VIDEO: Fed speak still points to 2-4 cuts in 2024, which is overall dovish. The key data point this week is the Feb PCE deflator on...
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 e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )