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🧘 📈 Lululemon Q2: Fair Value screams 50.6% bargain opportunity
Here’s why >>
Stephen Innes
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Stephen Innes's Comment & Analysis
A complete archive of Stephen Innes's articles, including current analysis & comment.
A complete archive of Stephen Innes's articles, including current analysis & comment.
S&P 500 Faces Gap Risk With PCE, Nvidia Earnings, and Cook’s Ouster in Focus
By Stephen Innes - Aug 26, 2025
Asian equities are shuffling into the session with their shoelaces tied together, inheriting Wall Street’s stumble and staring down an inflation report that could redraw the map of Fed policy....
Jackson Hole: US Dollar Strengthens as Markets Price in Smaller Fed Cuts
By Stephen Innes - Aug 22, 2025
Showdown in the Tetons
Jackson Hole is usually a monastery for monetary monks, a mountain lodge where academics drone about r-star models and equilibrium paths while markets doze in the back row. Not...
Powell’s Jackson Hole Tightrope: Inflation Fire or Jobs Crack
By Stephen Innes - Aug 22, 2025
Asia opened Friday not with conviction but with a whisper—Japan and Australia futures flat, China’s benchmarks barely green. It’s less a rally than a shuffle, a mirror of Wall Street’s hesitation...
Goldilocks CPI Unleashes a Global Risk-On Stampede
By Stephen Innes - Aug 13, 2025
Stocks instead took the CPI number as confirmation that September is shaping up to be the long-anticipated “insurance cut” in an economy still treading water above the break-even line.
Tuesday’s...
Asia Wrap: Risk Appetite Runs Hot as Fed Cut Bets Flood the Tape
By Stephen Innes - Aug 13, 2025
Asia woke up in full risk-on mode, riding the coattails of a US session that looked like someone hit the “infinite bid” button after CPI didn’t blow the inflation doors off. The MSCI All Country...