@tirelessken
Ken Xuan, CFA, FRM AC
Head of Data Science Research
Ken Xuan is the Head of Data Science Research at Fundstrat Direct where he optimizes and tests Fundstrat Direct’s proprietary portfolio models. He also manages and maintains Fundstrat Direct’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant.
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First Word
Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Friday Will Confirm Inflation on a "Glidepath Lower."
We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. Please click below...
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Macro Minute Video
VIDEO: Macro Minute: Gov Shutdown More "Noise" to Us and could Put Fed on a "Structural Pause." We Think PCE Tomorrow Will Confirm Inflation on a "Glidepath Lower."
We discuss: The recent GDP release, our PCE estimates for Friday, and what a Government Shutdown could mean for the stock market. (Duration: 7:41). Please...
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First Word
Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us
We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....
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Macro Minute Video
VIDEO: Macro Minute: Internals of Housing Data Less "Hot" than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us
We discuss: The weak market sentiment, today's housing data, and their implications on the forward inflation trajectory. Please click below to view today’s Macro Minute (Duration: 5:39)....
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You have viewed the limit of 2 Macro reports for free this month.
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First Word
Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.
We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...
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Macro Minute Video
VIDEO: Macro Minute: Equities reacted negatively post Powell, but the key to us remains inflation. As near-term headline risks loom, history suggests market could rally in 4Q.
We discuss: How markets took FOMC hawkish last week, but we think the key is still inflation, which is on a glidepath lower. Historical study suggests...
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You have viewed the limit of 2 Macro reports for free this month.
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Webinar
What’s next in 2023? Find out at the FS Insight Annual Conference!
