US Policy
SCOTUS And Fed, War Talks
The Supreme Court (SCOTUS) usually hands down its most controversial cases at the end of the term before they leave town for the summer. With the end...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
Fed Holds Steady, MOU for War End
Kevin Warsh, the new Fed chair, led his first Federal Open Markets Committee (FOMC) meeting on Wednesday and as expected the committee held rates steady. In his first press...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
Warsh, War, and Midterms
On Sunday, both sides announced a cessation of fighting between the U.S. and Iran. A formal agreement is expected to be signed in Switzerland on Friday. Currently, the plan...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
Fed Week Ahead, War and Midterms
The first rate-setting FOMC meeting under new Fed Chair Kevin Warsh concludes on Wednesday. The general expectation is that the rate-setting committee will keep interest rates unchanged. The meeting...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
US Policy
Warsh Era Begins, National Security Issue
The first meeting of the Federal Open Markets Committee (FOMC) under the new chair, Kevin Warsh, is fast approaching. The meeting dates are June 16-17, and while there...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
Congress Returns, Midterms in Focus, New Fed Chair
Congress returns this week after its two-week Memorial Day break. The House and Senate will have a month of work before they leave again for...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
Congress Returns, War Talks, Funding For FY 2027
Congress returns next week and will continue to work on the agenda of President Trump. Congress will start to hold hearings on the president’s budget request for the new...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
Warsh Era Begins, War’s Exit Strategy, Trump Clout
With the swearing in of Kevin Warsh at the White House on Friday, he officially began his tenure as chair of the Federal Reserve. His predecessor, Jay Powell,...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
US Policy
New Fed Chair, Congress Goes Home
The big news for markets today is the swearing in of Kevin Warsh as the new chair of the Federal Reserve. His first FOMC meeting will be on June 16-17. At...
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.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
