Paul Ryan

The Political Outlook for Stimulus is Darkening, February 28, 2017

This is an excerpt from today’s Sevens Report. The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, seize opportunities, avoid risks and get more assets. Sign up for a free 2 week trial. It’s obviously impossible to say “when” this will matter to stocks, but I want to[…]

The FOMC Expects a Rate Hike “Fairly Soon” – Here’s What We Think That Means. February 27, 2017.

This is an excerpt from today’s Sevens Report. You can get a free 2-week trial and see for yourself how the Sevens Report can give you fresh talking points for your client conversations, and help you outperform your peers. Read on to see our predictions for when the FOMC will announce the next rate hike.[…]

Oil Market Internals Confirm Our View of “Lower-for-Longer” Price Environment, February 24, 2017

This is an excerpt from today’s Sevens Report. Sign up for your free two-week trial to get everything you need to know in your inbox, by 7am in 7 minutes or less. We have recently been monitoring the calendar spreads and term structure of WTI crude oil futures with a little more attention, as there[…]

Real Economics vs. Trump’s Washington Buzz

As has been the case since the election, the political noise in the market is deafening. But cutting through that noise, the reality is this: The gap between market expectations from Washington and the current reality has grown significantly in the month since Trump’s inauguration, and it is not an understatement to say that political[…]

“Is the Stock Market Too Expensive?” February 23, 2017

“Is the Stock Market Too Expensive?”  That’s a question I’m getting asked a lot lately by subscribers and colleagues. With stocks at record highs, there is a lot of worry that the market is unsustainably expensive. But, that’s simply not the case. Yesterday, in the full edition of The Sevens Report, we broke it down. Provided a three-part analysis of[…]

Disappointing Numbers from Flash February Manufacturing & Service PMIs: February 22, 2017

Below is an excerpt from the “Economics” section of the Sevens Report. The Sevens Report has everything you need to know about the markets by 7am each morning in 7 minutes or less—can get a free trial if you sign up now. Flash February Manufacturing & Service PMIs Feb. Manufacturing PMI declined to 54.3 vs.[…]

Both economic growth and inflation accelerated according to last week's data.

Economics: This Week and Last Week. February 21, 2017

An excerpt from today’s Sevens Report. Subscribe now to get the full report in your inbox before 7am each morning. Both economic growth and inflation accelerated according to last week’s data, and while the former continues to help support stocks despite a darkening outlook from Washington, the latter also is increasing the likelihood of a[…]