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 America First Trade Couldn’t Be More Back. What Will it Take For Investors to Buy It?
Stocks have posted a dizzying climb higher after a quick swoon. Nervous investors have become arguably even more queasy, with many questioning whether the bull market has resumed raging on or if it’s a bear-market rally in hiding. ...
Hardika Singh
Economic Strategist, Market IntelligencePresidents and Markets: A Mercurial Relationship
President Donald Trump holds a lot of sway over the market. Love him or hate him, there’s virtually no disagreement that he's had an outsized impact on the financial markets in 2025, even if his opinion on the...
Fundstrat Team
The Dow Is Doing Better Than Peers. This Stodgy Index Still Has Problems.
The Dow Jones Industrial Average’s shortcomings have been its saving grace this year, but investors and analysts are wondering how long the good times can last.
Hardika Singh
Economic Strategist, Market IntelligenceCRISPR ― Improving Our Original Recipes
In 2020, Drs. Jennifer Doudna and Emmanuelle Charpentier won the Nobel Prize in Chemistry for developing the gene-editing tool known as CRISPR. In the words of the Nobel committee that honored Drs. Charpentier and Doudna, CRISPR has "reshaped...
Fundstrat Team
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