Alexa Sinsheimer AC
Vice President of Macro Strategy
Alexa Sinsheimer is a Vice President of Macro Strategy at Fundstrat Global Advisors. She graduated Cum Laude from the University of Pennsylvania with a B.A. in Political Science and a concentration in Political Economy.
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Maximilian Motz AC
Research Associate
Max Motz is a Research Associate at Fundstrat. Previously, he interned at Diamond Standard, where he authored a comprehensive work on diamond investments. Max graduated magna cum laude from Tulane University with a B.S. in Finance and Computer Science and a minor in Accounting.
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Fed Watch
The Warsh of Wall Street
The rate decision was the non-event everyone expected. The Fed held its benchmark rate steady at 3.50% to 3.75%. The statement and the dots got...
Fed Watch
End of an Era - Powell's Parting
The Federal Reserve kept rates on hold at 3.5%β3.75% Wednesday for the third straight meeting, delivering the non-decision that markets had fully priced in. What...
Fed Watch
The Only Certainty Is Uncertainty
The March meeting did not offer much new in the βdotsβ, but Chair Powellβs language made one shift clearer: the Fed is once again balancing...
Fed Watch
The Cut, The Dots, and the Chair: Why 2026 Looks Different
The Federal Reserve lowered its benchmark interest rate by 25 basis points today, the third cut of the year and an outcome that carried over...
Fed Watch
A Not-So-Foregone Conclusion: The Fed Cuts, but December in Limbo
The Federal Reserve lowered its benchmark interest rate by a quarter of a percentage point on Wednesday afternoon, bringing the target range to 3.75 to...
Fed Watch
The Summer I Cut Rates
βWhen our goals are in tension like this, our framework calls for us to balance both sides of our dual mandate.β - Jay Powell The...
Fed Watch
The Great Rate Debate
The Federal Reserve held its benchmark interest rate steady today, maintaining the target range at 4.25%β4.50%. Fed Chair Jerome Powell characterized current policy as βmodestly...
Fed Watch
Dual Mandate Duel
As expected, the Federal Reserve maintained its benchmark policy rate at 4.25%β4.50%. In the first Summary of Economic Projections since the April tariff announcement, Fed...
