It’s All About Growth

What’s in Today’s Report: Cut Through the Noise: It’s All About Growth and Weekly Market Preview – Fed Decision and Forecasts in Focus

Why Yesterday’s Data Was Worse Than the Market Reaction

What’s in Today’s Report: Why Yesterday’s Data Was Worse Than the Market Reaction and more.

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The AI craze is a modern gold rush

The AI craze is a modern gold rush, and the tech ‘picks and shovels companies’ are seeing earnings explode as companies buy chips and cloud space to fuel the boom…said Tom Essaye.

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Fundamentals are positive, they still don’t justify current valuations

While the fundamentals are positive, they still don’t justify current valuations — making the market vulnerable to a negative surprise…according to Tom Essaye, founder of the Sevens Report.

Hawkish central-bank policy is bad for the oil market

“Hawkish central-bank policy is bad for the oil market, because high interest rates over time act as a steady headwind…Tyler Richey, co-editor at Sevens Report Research, told MarketWatch.

Retail Sales Is The Next Big Number

“Retail sales is the next big number and then we’ll go from there,” Sevens Report Research’s Tom Essaye told Barron’s.

The CPI release didn’t counter existing market narratives

Sevens Report Research’s Tom Essaye told Barron’s in a phone interview that while the headline figure didn’t meet expectations, the numbers didn’t counter existing market narratives.