Macro Minute Video
VIDEO: Macro Minute: PMIs continue to recover + Industrial CDX outperforming = XLI overweight
We discuss: Industrials CDS (credit default swaps) are outperforming the broader market. And CDS surprisingly leads equities by 3 months. Thus, supporting OW of Industrials....
Unlock full access to Fundstrat’s research — now at our lowest price of 2025. Upgrade & Save
You have viewed the limit of 0/2 complimentary reports this month. To continue reading become a member.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
Macro Minute Video
VIDEO: Macro Minute: Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.
We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season. This explains why investors are sidelined but we need to be mindful...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025. Upgrade & Save
You have viewed the limit of 0/2 complimentary reports this month. To continue reading become a member.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
Macro Minute Video
VIDEO: Macro Minute: Powell's comments create further bifurcation in fixed income. Odds hike by Dec new low of 25% but US 10-yr surges to touch 5%. Selling of equities is overdone.
We discuss: Powell's comments at the Economic Club of NY caused a bifurcation in rates. Odds of a hike by Dec tanked to a new...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025. Upgrade & Save
You have viewed the limit of 0/2 complimentary reports this month. To continue reading become a member.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
Macro Minute Video
VIDEO: Macro Minute: Fundstrat client poll shows 70%+ see Israel-Gaza war affecting equities
We discuss: the results of our latest Fundstrat and FSinsight poll (>700 responses) and how the war is causing many to sideline. Earnings season so...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025. Upgrade & Save
You have viewed the limit of 0/2 complimentary reports this month. To continue reading become a member.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
Macro Minute Video
VIDEO: Macro Minute: GRANNY SHOTS: Oct 2023 rebalance +7 adds/-6 deletes. Plus, October Super and Sleeper Grannies. 2023 YTD +19.3% (+543bp vs S&P 500).
On Wednesday, 10/18 , we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies.“ If you have not yet registered, sign up with...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025. Upgrade & Save
You have viewed the limit of 0/2 complimentary reports this month. To continue reading become a member.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
Macro Minute Video
VIDEO: Macro Minute: Fedspeak reinforcing dovish view, no more hikes. Despite favorable EPS and seasonals, investors remain cautious
We discuss: how two Fed speakers today reinforced positive messages. Harker on hikes ending soon and Goolsbee on the sustained downtrend in inflation. Still much...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025. Upgrade & Save
You have viewed the limit of 0/2 complimentary reports this month. To continue reading become a member.
Visitor: d682ee-7ce8b6-67145d-f85a3f-f460c2 Array ( [cookie] => d682ee-7ce8b6-67145d-f85a3f-f460c2 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.41 )
Articles Read 0/2
🎁 Unlock 1 extra article by joining our Community!
Stay up to date with the latest articles. You’ll even get special recommendations weekly.
Already have an account? Sign In d682ee-7ce8b6-67145d-f85a3f-f460c2
Already have an account? Sign In d682ee-7ce8b6-67145d-f85a3f-f460c2
