Ticker Appearances
First Word
Market breadth expanding as 8 of 11 sectors above 20dma (vs 2 last month). 4 reasons "fresh capital” should invest in Industrials. 17 stock ideas.
As we move into the second week of June, our confidence that S&P 500 will gain >20% in 2023 has increased. The decisive upside breakout...
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First Word
Incoming economic "hard" data won't reflect increasing signs of disinflation. Visibility on "i" matters more than "e"
There will be several incoming "hard" data points that will impact market views on inflation and economy and therefore impact Fed policy. Paramount remains inflation...
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First Word
Market breadth expanding as 8 of 11 sectors above 20dma (vs 2 last month). 4 reasons "fresh capital” should invest in Industrials. 17 stock ideas.
As we move into the second week of June, our confidence that S&P 500 will gain >20% in 2023 has increased. The decisive upside breakout...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
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First Word
Incoming economic "hard" data won't reflect increasing signs of disinflation. Visibility on "i" matters more than "e"
There will be several incoming "hard" data points that will impact market views on inflation and economy and therefore impact Fed policy. Paramount remains inflation...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
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