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.
Author Archive for: Customer Service
Entries by Customer Service
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.
Tom Essaye has proposed two unlikely scenarios for Friday’s jobs report
Tom Essaye, founder of Sevens Report Research, has proposed two unlikely scenarios for Friday’s jobs report that are nevertheless worth considering.
Prices had sold off with risk assets in the immediate wake of the U.S. jobs data
Prices had sold off with risk assets in the immediate wake of the U.S. jobs data for May as they were “perceived as ‘hot’ and hawkish for Fed policy” and “ultimately negative for growth and consumer demand,” said Tyler Richey, co-editor at Sevens Report Research.
The lack of certainty about future production
“The lack of certainty about future production targets, as soon as this fall, by major producers like Saudi Arabia and Russia prompted a ‘sell-now-ask-questions-later’ reaction” earlier this week, Tyler Richey, co-editor at Sevens Report Research, told MarketWatch.
The fall in gasoline supplied last week suggests a near-term peak in demand
The fall in gasoline supplied last week below the four-week average suggests a near-term peak in demand, analysts at Sevens Report Research said in a note.
Recent data have traders worried that the economy is slowing
Recent data have traders worried that the economy is slowing more than people think, Sevens Report Research’s Tom Essaye tells Barron’s. He notes that if the economy slows too much, the question becomes whether rate cuts in September and December would be enough to turn things around.
The data is starting to show a potential soft landing
Sevens Report Research’s Tom Essaye told Barron’s the data is starting to show a potential soft landing, though where it goes from here is anyone’s guess.