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Yesterday was unlikely the 1Q24 market top. Feels more like profit-taking as prices retrace gains of last 4 days. Proper yesterday is "sell off on good news" not a bad CPI report.

VIDEO: Yesterday's 2% selloff is an over-reaction to the hot CPI print.  We also think it is a touch early to call for a top...

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...

Equal-weighted SPX looks to be on the verge of turning up vs. SPX

ANOTHER STELLAR WEEK FOR STOCKS WHICH SHOWED INCREASING EVIDENCE OF A BROADER-BASED RALLY BEING CLOSER TO GETTING UNDERWAY.  AS MANY KNOW FROM THE PAST MONTH,...

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...

Open to New Experiences

A daily market update from FS Insight — what you need to know ahead of opening bell "There are far, far better things ahead than...

Is There an Investment Premium on “Vice”?

At publication time, we find ourselves just a few days before the end of Carnival season. For many Christians, Carnival precedes the more austere period...

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....

Post-FOMC, We See Higher Probabilities for March Cut Than Consensus

On Wednesday, January 31, the Federal Open Markets Committee announced that it would keep its target-rate range unchanged at 5.25%-5.50%. Just as with its decisions...

FS Insight 4Q23 Daily Earnings (EPS) Update - 2/20/2024

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...