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
The Great Rate Debate
The Federal Reserve held its benchmark interest rate steady today, maintaining the target range at 4.25%–4.50%. Fed Chair Jerome Powell characterized current policy as “modestly restrictive,” citing a labor market that remains “solid” with “historically low unemployment.” With...
Alexa Sinsheimer <sup>AC</sup> and Max Motz
Fed Watch TeamAI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, The New York Times did a piece on Nvidia. Naveen Rao, then the head of software start-up MosaicML (he joined Databricks in August 2024...
Fundstrat Team
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up in the economy, if they show up at all. Now, imagine the plight...
Hardika Singh
Economic Strategist, Market IntelligenceBegin, the Drone Wars Have.
Ukraine's "Spiderweb" drone attack on June 1 destroyed, by some estimates, a third of Russia's strategic cruise missile carriers. The destruction reportedly included A-50 surveillance planes and Tu-160, Tu-22, and Tu-95 bombers. The operation, which took 18 months...
Fundstrat Team
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