Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

Market Intelligence

Specialized departments can seem like silos, while in-depth analysis can feel esoteric. Our Market Intelligence division brings together the insights of Fundstrat’s various departments, presenting you with regularly published sector, market, and news overviews, while tying it all to our reason for being – evidence-based, emotion-free research to help you navigate the markets – so that you never miss a beat.

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
First to Market image
Signal from Noise image

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

March 14, 2024
reserach-mark image
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...

AIQ
February 22, 2024
reserach-mark image
Fundstrat Team

Latest Publications

Begin, 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...

AVAV
AXON
BA
BAESY
EADSY
ESLT
GE
HON
KTOS
LHX
LMT
NOC
RTX
TDY
TXT
June 28, 2025

Dual Mandate Duel

As expected, the Federal Reserve maintained its benchmark policy rate at 4.25%–4.50%. In the first Summary of Economic Projections since the April tariff announcement, Fed officials forecast higher inflation and unemployment alongside lower growth. The updated projections highlight...

June 18, 2025
reserach-mark image
Alexa Sinsheimer <sup>AC</sup> and Max Motz
Fed Watch Team

I Replaced Google Searches with ChatGPT For A Week. Here’s What Happened.

Google’s time under the sun as the dominating search engine platform might be coming to an end, courtesy of ChatGPT. 

June 14, 2025
reserach-mark image
Hardika Singh
Economic Strategist, Market Intelligence

Can Trump Force the Unraveling of Apple’s Golden Supply Chain?

It's not unheard of for a martial artist to discover (to his chagrin) that his size, power, and/or speed – attributes traditionally regarded as advantages – have been turned against him, sending him sailing ungracefully through the air...

May 31, 2025

Book a Meeting

contact side image

Our dedicated sales team stands by, eager to facilitate a phone meeting. Have your questions answered firsthand and obtain insights directly from the source.

This is your default error. :)