Our Publications
First To Market
Our First to Market daily note blends just-the-facts, before-opening-bell news with an overview of developing stories for a compelling picture of world markets in a compact, hard-hitting frame. We filter through the noise to bring you a real feel for the day's financial pulse.
- A detailed view of the most pivotal financial happenings of the day, to keep you in the loop
- Real-time price movements and analysis to help you gauge market sentiment
- The futures insights and market trends you need to know to make informed decisions
- Coverage of significant geopolitical events and their potential market impact
- A list of essential events every investor should know about to navigate the markets effectively
Signal From Noise
In a world brimming with data on technologies, companies, industries, and trends, SFN is a beacon of clarity and herald of opportunity. Amid the market’s cacophony, we hear the signal and amplify it in service of your sound investment decisions.
- In-depth analysis of current macro trends, helping you see the bigger picture
- Handpicked pivotal stocks that play an integral role in the market's narrative
- Various inputs – e.g. supply chains, distribution networks, development strategies – examined
- Examination of consumer and market behavior
- Clear, actionable insights rooted in complex market data and trend analysis
Sample Reports
Skip to the AI Beat
Stripe’s payment volume surged 25% to $1 trillion last year; business was cash-flow positive in 2023, revenue-automation now a ‘giant part’ of it
Fundstrat Team
Artificial Intelligence
“AI can benefit humanity in the form of free doctors, free tutors, free education, more media and entertainment, better wealth advisors and lawyers, more robotics, better digital health, better materials design; much better resource discovery: lithium, cobalt, nickel...
Fundstrat Team
Latest Publications
FOMC Opts for Half-Point Cut in “Recalibration” of Policy
One of the most aggressive hiking cycles in Fed history officially concluded yesterday afternoon when the Fed announced a half-percentage point cut, lowering the range of their benchmark rate to 4.75 - 5.0%. The decision follows months of...
Alexa Sinsheimer
Research AssociateRisk On, Risk Off
Gunman who planned to attack Israeli consulate in Munich on the anniversary of the 1972 Olympic massacre exchanges fire with German police, shot dead FT
Fundstrat Team
The Possible And The Probable
Three years ago, their boat nearly sank; now a pair of U.S. tycoons are taking aim at sailing’s top prize WSJ
Fundstrat Team
Fear & Greed
Post-Labor Day, the S&P 500 started September with a -2% decline. This is the worst start since 2015 (-3%) and 5th worst ever since 1928. As many of our clients know, we have flagged this period from July...
Fundstrat Team
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