Kent Fung
Vice President, Market Intelligence
Kent Fung is a Vice President in Market Intelligence at Fundstrat Global Advisors. Prior to joining Fundstrat, Kent was a senior operational risk research analyst at Algorithmics, an IBM company. He holds a B.A. in Economics from the University of Chicago.
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First to Market
Does Steph Curry's Trip to China Signal Rising Competition for Sportswear Giants?
NBA superstar Steph Curry was in China this week on a multi-city tour to promote his brand (and latest sneaker drop), with stops in Beijing,...
Fed Watch
The Fed Hikes Against the White Houseβs Wishes
Most investors agree that an independent Federal Reserve is a good thing β good for markets, good for the economy, good for the U.S., and...
First to Market
AI Makes for Strange Bedfellows
They say politics makes for strange bedfellows. Apparently, so does the world of AI. This week we have seen fierce rivals come together urging for...
First to Market
Carry On My Wayward Yield β¦
There's more than one central bank scheduled to make a rate decision this week. The central banks of England, Brazil, and Taiwan will also disclose...
First to Market
Who's Afraid of the 5% Wolf?
It's no secret that President Trump and Treasury Secretary Scott Bessent want yields to go down. Nor is it a secret that at least in...
First to Market
Refineries Are Running Hot. When Is the Pit Stop?
At a recent internal discussion, Fundstrat Head of Technical Strategy Mark Newton mentioned that oil refinery stocks have performed well of late. The VanEck Oil...
First to Market
The House of Bessent
It might just be the soundbyte of the week: Treasury Secretary Scott Bessent telling his listeners that "I am the house now," as he dared...
First to Market
Can China's Retail Traders Bail Out the Global Trade War?
Around the world, companies have been complaining about Chinese companies flooding the market with lower-priced goods. U.S., European, and Asian companies are asserting that such...
First to Market
The Recent Wheat Rally
Wheat prices managed to chug along without excessive drama in early 2026, even after a drought hit the U.S. winter wheat harvest, resulting in the...
Weekend Alpha
Stocks Rise, Led by Nvidia
"I don't like to give advice. I like to give people information because everyone's life is different, and everyone's journey is different."β Dolly Parton (Jan....
