The fundamental backdrop of the oil market
The fundamental backdrop of the oil market has become less bearish this week, but it would be… said Tyler Richey, co-editor at Sevens Report Research.
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One of the more important lessons I’ve learned
One of the more important lessons I’ve learned in my two-plus decades of watching markets is that bond markets can (and often do) lead stock markets.
Goldilocks data that’s in-line with expectations is the best outcome
Goldilocks data that’s in-line with expectations (so not too good or too bad) is the best outcome for a continued rebound in stocks and bonds, said Tom Essaye at The Sevens Report.
Expectations for economic growth, inflation, and Federal Reserve policy
Tom Essaye, founder and president of Sevens Report Research, isn’t so sure. He thinks it comes down to the things that always move the bond market—expectations for economic growth, inflation, and Federal Reserve policy.
Growth and inflation have been firmer than expected
It’s much more likely the 10-year yield has risen to three-month highs because growth and inflation have been firmer than expected,” according to a note Wednesday from Sevens Report Research.
Tom Essaye Interviewed On Schwab Network
The size of Boeing’s (BA) loss this quarter is “breathtaking,” says Tom Essaye, going on to call the numbers “horrific.”
Barron’s Senior Managing Editor and Deputy Editor speak with Tom Essaye
Barron’s Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Tom Essaye, Founder and President of Sevens Report about the outlook for financial markets, industry sectors, and individual stocks.
A market that remains firmly anchored by two key beliefs
As per analysts at Sevens Report, this resilience reflects a market that remains firmly anchored by two key beliefs: economic growth will remain stable, and…
A soft landing remains, by far, the most likely outcome for the economy
A soft landing remains, by far, the most likely outcome for the economy as important economic data strengthened across multiple fronts over the past month…Tom Essaye of the Sevens Report wrote.
Semiconductor stocks have cycle-leading characteristics
As Sevens Report President Tom Essaye notes, “semiconductor stocks have cycle-leading characteristics,” given their volatility and risky balance sheets.