FSI Pro
- Macro Minute Video
VIDEO: Macro Minute: February 2024 Super Granny update.
On Wednesday, 2/21, we hold our webinar on the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you have not yet registered, sign up with the webinar block below. VIDEO: For the 1H top, there are 3 things we are generally looking for and none...
- Crypto Market Update
ETH Touches $3k as Tailwinds Align, Ethena Launch Generates Both Fanfare and Concern
Equity markets are under pressure this morning, with the QQQ and SPX indices dropping over 1% and approximately 0.70%, respectively. This downturn occurs amidst a backdrop of a declining DXY and lower rates, underscoring a continued decoupling between risk assets and the bond market since early January. The crypto market...
- US Policy
Congress takes break and Fed releases minutes
While Congress may be in recess this week Washington should generate news on Wednesday when the Fed releases the minutes from the January FOMC meeting. The minutes take three weeks to get approval from all participants and as I have often said they serve as a fact check on the...
- First to Market
- Your Weekly Roadmap
Markets Troubled by Inflation Data, End Weekly Win Streak
Good evening, The primary macroeconomic event impacting markets this week was the release of the latest Consumer Price Index (CPI) reading. As we began the week, Fundstrat Head of Research Tom Lee told us that, anecdotally, based on his conversations with clients, RIAs, and investors at various industry events, uncertainty...
- Crypto Strategy
The Game Is Changing
BREAKING AWAY While we maintain that macro conditions are still the most critical factor in assessing the medium/long-term trajectory of BTC prices, daily returns of the leading cryptoasset continue to exhibit a lack of defined correlation with any major macro asset. To us, the biggest reason for this sustained lack...
- Crypto Funding Fridays
DeFi Gaining Momentum
WEEKLY RECAP Crypto funding rose 59% week over week from $85 million to $135 million, while deal count held steady at 21 total deals. DeFi was the most funded category from both a fundraising and deal count perspective, raising $70 million across eight deals, including a $14 million strategic round...
- Crypto Market Update
Uniswap Plans v4 Launch for Q3, Justin Sun Plans to Launch Bitcoin L2
Markets are reacting to this morningâs January PPI data coming in higher than expectations. The report showed a MoM increase of 0.3% vs. 0.1% expected, and core PPI rising 0.5% vs 0.1% expected. In conjunction with a similarly hot CPI report this week, the data has shifted market expectations of...
- First to Market
