Ken Xuan, CFA, FRM ^AC

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.”

HEADS UP: Tom will be back on Monday to publish the First Words/Macro Minutes. 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 to view today’s Macro Minute (Duration: 7:41). ______________________________________________________________ The most important…

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.”

HEADS UP: Tom will be back on Monday to publish the First Words/Macro Minutes. 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 click below to view today’s Macro Minute (Duration: 7:41). PS: if…

Internals of Housing Data Less “Hot” than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us

HEADS UP: Tom will not be able to publish the First Word/Macro Minute Videos today or Friday this week, so Ken Xuan (aka “tireless Ken”) will be publishing on his behalf. Tom will continue publishing First Word/Macro Minute Videos as of next Monday (10/2). We discuss: The weak market sentiment,…

VIDEO: Macro Minute: Internals of Housing Data Less “Hot” than Headline Figure. Inflation Expectations Remain Anchored Which Is The Key To Us

HEADS UP: Tom will not be able to publish the First Word/Macro Minute Videos today or Thursday/Friday this week, so Ken Xuan (aka “tireless Ken”) will be publishing on his behalf. Tom will continue publishing First Word/Macro Minute Videos as of next Monday (10/2). We discuss: The weak market sentiment,…

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 stocks could perform well in Q4 based on price action this year. Please click below to view today’s Macro Minute (Duration: 9:06). ______________________________________________________________ Last…

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 stocks could perform well in Q4 based on price action this year. Please click below to view today’s Macro Minute (Duration: 9:06). PS: if…

FS Insight’s 2023 Annual Conference – September 2023