‘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.

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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.

New ETFs for Your Watchlist (March Launches)

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What’s in Today’s Report:

  • New ETFs for Your Watchlist (March Launches)

Futures are modestly higher overnight on general optimism towards falling geopolitical risks in the Middle East.

President Trump continued to post encouraging comments about the U.S./Iran ceasefire and investors now fully expect a lasting agreement in the coming days.

The 10-day ceasefire between Israel and Lebanon is adding to the optimism, pushing oil modestly lower (down 3%).

Today will again be driven by geopolitical sentiment and there are reports the U.S. and Iran may meet in person over the weekend.  Confirmation of that meeting would be an incremental market positive.

Outside of geopolitics, there are no economic reports but there are three Fed speakers including Daly (11:30 a.m. ET), Barkin (12:15 p.m. ET) and Waller (2:00 p.m. ET) and the more they frame any inflation spike is temporary, the better for markets.

Finally, earnings season continues to roll on with a focus on regional banks today including: TFC ($0.99), FITB ($0.84), RF ($0.61) and STT ($2.58).

 

Tom Essaye talks about Amazon’s upcoming deal and the booming space economy with Yahoo Finance

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Tom Essaye talks about Amazon’s upcoming deal and the booming space economy with Yahoo Finance

Amazon to buy Starlink-rival Globalstar as space economy booms

Sevens Research Report founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferre, and JonesTrading chief market strategist Michael O’Rourke join Yahoo Finance Executive Editor Brian Sozzi to discuss the upcoming deal and the booming space economy.

I think that we have seen some valuations come in. Look, as corporate America continues to perform incredibly well on the hall. And that is a story that is being lost amidst this like headline chaos we’ve had basically since the first day of this year. whether it’s Fed drama or the war in Iran or tariff Supreme Court rules. There’s been another geopolitical or political headline every day.

All the while, corporate America has been performing incredibly well. They have cash, they are looking to grow, and as we have started to hear in earnings season and I think we’re going to continue to hear in earnings season, they are firing on all cylinders. And that is the biggest support for this market. It’s also the most underappreciated positive for this market.

Also, click here to view the full video published on Yahoo Finance on April 14th, 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.

Tom Essaye Warns Rally Lacks Confirmation From Key Markets

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Tom Essaye says stocks may be moving too fast without support from bonds and oil.

U.S. stocks may be moving past the Iran conflict — but these markets aren’t sending the ‘all clear’ just yet

That could be a sign that investors should think twice before chasing the rally in stocks, said Tom Essaye, publisher of Sevens Report Research, in commentary shared with MarketWatch.

“While we are happy stocks have rebounded, this furious 10-day rally has not been confirmed by other asset classes, most notably Treasury yields and oil prices, and we do think that nonconfirmation should give some stock investors cause for pause,” Essaye said.

“If the oil markets were as confident about a lasting detente between the U.S. and Iran, oil prices would be solidly lower,” Essaye said in written commentary. He also pointed out that the 2-year Treasury yield is still well above its prewar level, signaling that bond traders aren’t as confident that the Fed will cut interest rates later in the year.

“Now, to be clear, this nonconfirmation does not automatically mean that stocks are ‘wrong’ and oil/Treasurys are ‘right.’ Treasury yields could fall sharply in the coming days to confirm the move in stocks and oil could plunge on any announcement of a more permanent ceasefire,” Essaye added.

“However, it does show us that not all traders and strategists are viewing the impacts of the war as being so ‘transitory’ as the move in stocks implies.”

Also, click here to view the full article published in MarketWatch on April 15th, 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.

Tom Essaye says banks are in a good position to know how consumers are doing

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Tom Essaye, founder of Sevens Report Research, said banks have a 360-degree view of most American consumers’ financial lives now.

Big banks remark on “resilience” of U.S. consumers

But what’s notable about this week’s earnings is what they say about consumers. Tom Essaye, founder of Sevens Report Research, said banks are in a good position to know how consumers are doing.

“They’re essentially financial supermarkets, and they really have a 360-degree view of most American consumers’ financial lives now, whether it’s through checking, loans, credit cards,” he said.

Also, click here to view the full article on Marketplace.org published on April 15th, 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.

Technical Take – All Time Highs (Bull vs. Bear Case)

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What’s in Today’s Report:

  • Technical Take – All Time Highs (Bull vs. Bear Case)

Futures are little changed following a generally quiet night of news as markets digested the new highs.

There was no notable news on the U.S. and Iran overnight and the consensus view is that the ceasefire will be extended with an announcement coming any day.

Today focus will remain on Iran although as mentioned, a ceasefire extension is already priced in so if/when that’s announced, it likely won’t be an incremental positive catalyst.

Away from geopolitics, there are three notable economic reports including: Jobless Claims (E: 215K), Philly Fed (E: 12.0) and Industrial Production (E: 0.1%).  Given stagflation fears, solid activity that’s near expectations will be welcomed by markets.  There are also two Fed speakers today, Williams (8:35 a.m. ET) and Miran (10:35 a.m. ET), with Williams the more important of the two (he’s part of Fed leadership).  If he’s a bit hawkish, that could marginally pressure markets.

Finally, earnings season continues to heat up with several important results today including: TSM ($3.31), ABT ($1.14), PEP ($1.55), NFLX ($0.76), AA ($1.60).

 

Tom Essaye Chats About Bank Earnings with Yahoo Finance

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Tom Essaye chats about bank earnings with Yahoo Finance

JPMorgan, Wells Fargo, BlackRock: Bank earnings takeaways

JPMorgan (JPM), Wells Fargo (WFC), Citi (C), and BlackRock (BLK) continued bank earnings week on Tuesday following Goldman Sachs’ (GS) strong results on Monday.

Sevens Research Report founder Tom Essaye chats with Yahoo Finance Executive Editor Brian Sozzi about the earnings results.

I think that JP Morgan and Goldman Sachs are two of the best in breed financials because of their execution. I mean, it’s sort of seemingly quarter after quarter. Wells Fargo, you know, not so much these last couple of quarters. But JPM and you look across the business line, right? There were no major warts in any of these reports. They reiterate guidance. Yes, Jamie Diamond sort of echoed the caution he had in his annual shareholder letters, but we know he’s become a bit more, I guess cautious would be a good word to say in his sort of macro commentary over the past couple years. I’ve been looking at these bank results very closely. BlackRock’s another one. I think BlackRock, although not as popular as the first two, they kind of downplayed the private credit concerns. That business was net accretive for them in Q1.

Also, click here to view the full video published on Yahoo Finance on April 14th, 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.

Tom Essaye discusses market complacency with Yahoo Finance

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Tom Essaye discusses market complacency with Yahoo Finance

Is Wall Street too complacent on recession risk?

Yahoo Finance Senior Reporter Ines Ferre and Sevens Research Report founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about the survey results.

I think that yes, the market is a bit too complacent on recession risks. Not because I think a recession is imminent. It’s just because the market’s so complacent towards it, right? Now, I get why. The labor market, which is really the key, is still very strong and I think if you’re going to get a contraction in growth, you have to see the labor market deteriorate. But there are headwinds on this economy and there have been headwinds for a long time.

It doesn’t mean that we’re going to suddenly collapse, but we could see growth continue to grow. You know, we’re back at basically the all-time highs and we’re in the middle of a war, private credit concerns, AI anxiety, and growth is slowing a bit. So I just think everybody should sort of think about that from a valuation standpoint. We’re priced for, you know, close to perfection right now.

Also, click here to view the full video published on Yahoo Finance on April 14th, 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.