Tom Essaye Says That Markets Still Expect a Lasting Ceasefire

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US Stocks Open Lower as Iran Tensions Lift Oil, but Losses Are Limited

Tom Essaye of The Sevens Report said markets still expect a lasting ceasefire agreement in the relatively near term. Unless ceasefire talks in Pakistan are called off, investors will largely continue to ignore negative geopolitical headlines, he added.

Also, click here to view the full article on Bloomingbit.io published on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Quoted in Barron’s

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A lasting ceasefire to be agreed to in the relatively near future, writes Sevens Report Research’s Tom Essaye.

Stocks Are Falling. The Nasdaq’s Win Streak Is in Jeopardy.

“Despite that escalation, ceasefire talks between the two countries are still expected to occur on Tuesday and markets still fully expect a lasting ceasefire to be agreed to in the relatively near future,” writes Sevens Report Research’s Tom Essaye.

Also, click here to view the full article published in Barron’s on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Sentiment Update: Stronger Than You Might Think

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What’s in Today’s Report:

  • Sentiment Update: Stronger Than You Might Think
  • Warsh Confirmation Hearing Takeaway
  • Retail Sales – Resilient Consumer Spending Continues

Futures are bouncing back from yesterday’s geopolitically-fueled, late-session losses as President Trump declared an indefinite ceasefire with Iran after the close.

Economically, UK CPI met estimates at 3.3% Y/Y while Core CPI cooled 0.1% to 3.1% vs. (E) 3.2% in March, the latest release to suggest the U.S.-Iran war has not yet had a material impact on inflation pressures globally.

There are no noteworthy economic reports today and no Fed officials are scheduled to speak. However, the Treasury will hold a 4-Month Bill auction at 11:30 a.m. ET and a 20-Yr Bond auction at 1:00 p.m. ET that could move yields and influence equities today.

Finally, earning season continues with GEV ($1.79), BA ($-0.86), T ($0.55), ELV ($10.68), PM ($1.82), IBM ($1.81), LUV ($0.45), and the first Mag-7 name of the season, TSLA ($0.21) due to report today.

 

Tom Essaye Quoted on MSN.com

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S&P 500 rally fuels record earnings forecasts despite risks

Robust first-quarter results from major banks and tech firms have driven S&P 500 earnings per share from about $235 in 2024 to projected $315 in 2026, according to Sevens Report Research

“If anything, there’s upward risk, and that tells you that companies are executing well in an environment where fear is high, but the actual reality is quite good.” Tom Essaye, Founder, Sevens Report Research

Also, click here to view the full article on MSN.com published on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

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Tom Essaye Chats with Yahoo Finance to Discuss Where Markets are Headed

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Tom Essaye chats with Yahoo Finance to discuss where markets are headed

Why Ed Yardeni says a market melt-up could be coming

Yardeni Research’s Ed Yardeni says there is a 20% chance of a market melt-up and a 20% chance of a market meltdown.

Yahoo Finance Senior Reporter Brooke DiPalma and Sevens Report Research founder Tom Essaye sit down with Yahoo Finance Executive Editor Brian Sozzi to discuss where markets are headed.

“I don’t know what the official definition of a melt-up is, but 13 straight days is pretty substantial. I think that that sort of what is important to this melt-up though is why it is happening. I think the first stage of this, honestly, most of these 13 days has been funds that got underinvested or maybe a little too light into all this volatility, trying to chase stocks higher.

And we call these the Mag 7 stocks, the Mega Cap tech stocks, long only rentals. Which means if I’m a fund and I need to slap on exposure really fast, then I need a liquid stock that trades with a high beta to the market and I look right to Mega Cap tech. And so I think a lot of the gains of the past 13 days have not necessarily been fundamentally driven in these tech stocks, but just a lot of funds and investors trying to slap on exposure.

Now, we’re getting into earnings for these tech stocks. And if they’re good, then you’re going to see this thing just turbocharge. And so I think it is a lot about earnings and I think the sort of the pieces are in place for a continued melt up in the tech stocks.” Said Tom Essaye

Also, click here to view the full video published on Yahoo Finance on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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I’ve Never Seen a Fed More Divided – Tom Essaye Says on Yahoo Finance

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Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor

What average investors should know about Fed nominee Kevin Warsh

Federal Reserve Chair nominee Kevin Warsh is set to face his confirmation hearing on Tuesday

Sevens Report Research founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about what investors need to know about Warsh and his potential impact on the markets.

“I think that the net takeaway for a regular investor from Warsh is that he is going to he isn’t going to rock the boat. Look, there are concerns that he’s maybe not as big of a fan of QE and that maybe he’s a bit more dovish structurally than Powell was. But at the end of the day, it’s a committee. And yes, Warsh matters, but in my career at least, and guys, correct me if I’m wrong, but I’ve never seen a Fed more divided. I’ve never seen a Fed committee that is more sort of torn on what they need to do.”

Also, click here to view the full video published on Yahoo Finance on April 20th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

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Why Are Markets Ignoring Negative U.S.-Iran Headlines Again?

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What’s in Today’s Report:

  • Why Did Markets Ignore Negative U.S.-Iran Headlines (Again)?
  • Chart: Oil Prices Remain Subdued Despite Geopolitical Escalations

Futures are higher on hopes that another last-minute U.S.-Iran ceasefire deal will be reached before tomorrow’s deadline with slim chances of a U.S. extension this time around.

Meanwhile, domestic traders are awaiting Fed Chair nominee Kevin Warsh’s Senate confirmation hearing on Capitol Hill today as any hints at the potential futures policy path (particularly dovish commentary) could move markets.

Economically, U.K. Unemployment fell to 4.9% vs. (E) 5.2% in April while the German ZEW Survey badly missed estimates, however global market focus remains largely on the fragile geopolitical situation in the Middle East.

There are two notable economic reports due out in the U.S. today with Retail Sales (E: 1.4%) and Pending Home Sales (E: 0.9%) scheduled to be released this morning.

In addition to Warsh’s Senate confirmation hearing (beginning at 10:00 a.m. ET), Waller will speak this afternoon (2:30 p.m. ET) and there is a 6-Week Treasury Bill auction at 11:30 a.m. ET, all of which have the potential to impact bond yields and subsequently influence equity markets.

Finally, earnings season continues with UNH ($6.48), GE ($1.63), MMM ($2.02), ISRG ($1.63), UAL ($1.08), and COF ($4.61) all due to release quarterly results today.

 

‘Tom Essaye | Corporate America is Firing on All Cylinders

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Tom Essaye Quoted in Yahoo Finance

‘Firing on all cylinders’: Wall Street strategists expect a strong quarter of earnings growth

Tom Essaye, founder of Sevens Report Research, told Yahoo Finance that “corporate America is firing on all cylinders.” He notes that S&P 500 earnings per share have climbed from roughly $235 in 2024 to projected estimates of $315 for 2026.

Whether it’s AI or other tech, the strong quarter of earnings growth has been fueled by solid margins, per Essaye. Companies are successfully navigating higher energy and transport costs without letting them dent the bottom line. Despite inflation, customer bases are “broadly good.”

“If anything, there’s upward risk, and that tells you that companies are executing well in an environment where fear is high, but the actual reality is quite good,” Essaye said.

Also, click here to view the full article published on Yahoo Finance on April 19th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

How Is the Market at All-Time Highs?

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What’s in Today’s Report:

  • How Is the Market at All-Time Highs?
  • Weekly Market Preview: Can Earnings and Economic Growth Continue to Support This Market?
  • Weekly Economic Cheat Sheet: Flash PMIs the Key Report This Week (More Insight into Stagflation Risks)

Futures are moderately lower on higher oil prices (up 5%) as Iran backtracked on its commitment to reopen the Strait of Hormuz over the weekend.

Iran fired on two commercial ships transiting the Strait while the U.S. seized an Iranian cargo ship, escalating tensions between the two countries.

Despite that escalation, ceasefire talks between the two countries are still expected to occur on Tuesday and markets still fully expect a lasting ceasefire to be agreed to in the relatively near future.

Today, focus will stay on geopolitics and as long as the ceasefire talks in Pakistan aren’t cancelled, markets should mostly ignore any negative geopolitical headlines.

Earnings season also rolls on this week and some notable reports today include: CLF ($-0.40), ALK ($-1.61), STLD ($2.79).

 

Has The S&P 500 Index Moved Too Far, Too Fast?

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US Stocks Advance On Ceasefire Optimism As Earnings Continue, Nasdaq Logs Longest Winning Streak Since 2017

“The S&P 500’s sharp rally off the late-March lows has been nothing short of impressive, but has the index moved too far, too fast?” Sevens Report founder Tom Essaye wrote on Thursday, noting a drop-off in trading volumes.

Also, click here to view the full article on NDTVProfit.com published on April 17th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.