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 Future of Wealth is Female
That’s how much wealth U.S. women are expected to come into over the next quarter of a century, according to a report by Cerulli Associates.
Fundstrat Team
Maritime Cargo Companies Aren't Jumping The Ship on Tariffs Yet – Here's Why
"Admire a small ship, but put your freight in a large one; for the larger the load, the greater will be the profit upon profit." – Hesiod
Fundstrat Team
Keep It Steady
As widely expected, the FOMC maintained its federal-funds rate at the current range of 4.25 - 4.50%. Today’s decision marks the first pause since a “recalibration” of policy began in September on fears of a deteriorating labor market. ...
Alexa Sinsheimer
Research AssociateBeyonce Was Right. Girls Do Run The World—and TikTok Is Their Vessel.
Teenage girls are perhaps the economy’s biggest growth engine. They’ve turned no-name brands into household names, unraveled the popularity of others, saved local economies and even some countries from a downturn by attending concerts, and more.
Fundstrat Team
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