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The daily note that arrives before the opening bell to prepare investors for the day ahead. First to Market catches readers up on emerging trends, the latest views from Fundstrat's research heads, and the developing stories we're tracking – and it goes great with a cup of morning coffee.

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Hardika Singh

Latest · Sep 30, 2026

All Eyes on Micron’s Earnings Today

CHART OF THE DAY GOOD MORNING! We need to start throwing Micron earnings watch parties at this point, like we once did for Nvidia back in 2024. Contrary to popular belief, that level of...

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An essential for the busy investor, First to Market is a compact, efficient way to prepare for the trading day. Get better informed with commentary on markets and the events impacting them, then catch up with Fundstrat's latest views and a concise rundown of what's happened while you were sleeping – in overseas markets and around the world.

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First to Market Sep 30, 2026 | 8:20 AM ET · Hardika Singh

All Eyes on Micron’s Earnings Today

CHART OF THE DAY GOOD MORNING! We need to start throwing Micron earnings watch parties at this point, like we once did for Nvidia back in 2024. Contrary to popular belief, that level of...

MU ▲ 0.84% NVDA ▲ 0.55% SPY ▼ 0.45%

First to Market Sep 29, 2026 | 8:25 AM ET · Hardika Singh

Investors Stick With TINA

CHART OF THE DAY GOOD MORNING! When yields rise, the market adage of TINA (“there is no alternative” to stocks) typically no longer holds. But if early flows data is any indication, stocks still...

First to Market Sep 28, 2026 | 8:20 AM ET · Hardika Singh

Costco Earnings Show A Consumer Increasingly Under Stress

CHART OF THE DAY GOOD MORNING! I know we all love AI for summarizing, but every now and then I encourage all investors to read a full earnings call transcript to get all the...

COST ▼ 1.57%

First to Market Sep 25, 2026 | 8:20 AM ET · Hardika Singh

Bond Market and Stock Market Volatility Gauges Are Diverging

CHART OF THE DAY GOOD MORNING! Something really weird is going on in the markets. Volatility measures for the bond and stock market have diverged to levels rarely seen before, as highlighted by Fundstrat...

First to Market Sep 24, 2026 | 8:20 AM ET · Hardika Singh

There’s Only the Higher-Income Consumer Now

CHART OF THE DAY GOOD MORNING! The hopes and dreams of consumer-sensitive companies are being carried on the back of the higher-income consumer, which is the only group that is still spending. From McDonald’s...

AXP ▼ 0.43% BROS ▲ 1.36% LOCO ▼ 0.62% LOW ▼ 1.59%

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About the Authors

The Market Intelligence team

Hardika Singh

Economic Strategist, Market Intelligence

Hardika writes original economics and markets analysis for the daily note First to Market, weekly note Your Week Ahead, and bi-weekly note Signal From Noise. She specializes in translating complex topics into digestible insights for vertical videos on LinkedIn and TikTok, media appearances, and opinion articles in publications. She learned how to do that well when she analyzed and reported on financial markets for the Wall Street Journal. There, she was also in charge of writing the newspaper’s daily Central Banking Pro newsletter and frequently appeared on CBS News to help investors understand the latest market moves. In her current role, she appears on NYSE TV and is quoted in the New York Times, Bloomberg, CNN, CNBC, Barron's, Axios, MarketWatch, The Street, Business Insider, and more.

Kent Fung

Vice President, Market Intelligence

Kent Fung is a Vice President at FS Insight. Prior to joining FS Insight, Kent was a senior operational risk research analyst at Algorithmics, an IBM company. He holds a B.A. in Economics from the University of Chicago.

The rhythm

Written overnight. In your inbox before the opening bell.

Overnight

Markets move

Asia and Europe trade, futures reprice, overnight headlines land.

Early morning

The team writes

Hardika and Kent filter the noise into the facts, the chart of the day and what to watch.

~9:00 AM ET

Published

Posted to the site, sent by email and pushed to the app.

9:30 AM ET

Opening bell

You know the day's pulse before the first trade.

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