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
Beyond Hormuz – Iran Pushes Cybersecurity to the Forefront
The conflict in Iran continues, and as a result, shipping through the Strait of Hormuz remains largely suspended, with the flow of ships through the strategic waterway slowing to a trickle. While it is undisputed that Iran's ability...
Kent Fung
Vice President, Market IntelligenceThe Only Certainty Is Uncertainty
The March meeting did not offer much new in the “dots”, but Chair Powell’s language made one shift clearer: the Fed is once again balancing two mandates that are no longer moving comfortably together. “We are balancing these...
Alexa Sinsheimer <sup>AC</sup> and Max Motz
Fed Watch TeamDefense Stocks Skyrocket As Geopolitical Tensions Ramp Up
Amped up conflict everywhere from Iran to Lebanon to Qatar to the United Arab Emirates has renewed investors’ appetite for defense stocks. Signs suggest that military stocks could continue to extend their rally despite how hot they’ve become....
Hardika Singh
Economic Strategist, Market IntelligenceMall Things Considered – the K-Shaped Economy Hits the Food Courts
"Everybody come and play/ Throw every last care away/ Let's go to the maaaall, today!" – Robin Sparkles, "How I Met Your Mother"
Kent Fung
Vice President, Market IntelligenceBook a Meeting
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