Strong demand (lower yields) will reaffirm the dovish shift in Fed policy
Strong demand (lower yields) will reaffirm the dovish shift in Fed policy expectations this month while…writes Sevens Report Research’s Tom Essaye.
Author Archive for: Customer Service
Entries by Customer Service
AI enthusiasm remains alive, well and raging!
AI enthusiasm remains alive, well and raging! Tom Essaye, founder of the Sevens Report, wrote Monday.
The Fed outlook is essentially known at this point
“The Fed outlook is essentially known at this point,” Sevens Report Research’s Tom Essaye tells Barron’s.
I expect the rest of the week to be very quiet
“It essentially will kind of kill the week, to be honest, because anybody that can take Thursday and Friday off just got basically almost a week off,” Sevens Report Research’s Tom Essaye told Barron’s. “There will be plenty of people who will do that. So I expect the rest of the week to be very quiet.”
Oil has recovered from its early June pullback to test seven-week highs
Oil has recovered from its early June pullback to test seven-week highs on “price-supportive rhetoric” from the Organization of the Petroleum Exporting Countries and its allies, said Tyler Richey, co-editor at Sevens Report Research.
These are all contributing to the recent rebound in the oil market
“Price-supportive OPEC+ rhetoric, evidence of strong domestic demand at the start of the U.S. summer driving season, rising geopolitical tensions overseas, and renewed hopes for a perfectly executed soft landing by the [Federal Reserve] are all contributing to the recent rebound in the oil market,” said Tyler Richey, co-editor at Sevens Report Research.
Investor hopes around “immaculate disinflation” may be coming undone
That’s a sign that investor hopes around “immaculate disinflation” may be coming undone, said Tom Essaye, founder of Sevens Report Research, in a Monday note.
Investors might be getting a little more nervous around growth
In fact, investors might be getting a little more nervous around growth, wrote Sevens Report President Tom Essaye on Friday.
The consumer sentiment reading will be the inflation data in that report
But, more important than the consumer sentiment reading will be the inflation data in that report, writes Sevens Report Research’s Tom Essaye.
Investors are taking a bit off the top with markets hovering near all-time highs.
Sevens Report Research’s Tom Essaye told Barron’s that he thinks investors are taking a bit off the top with markets hovering near all-time highs.