Expect increased noise and volatility surrounding the incoming administration’s new policies, but these are the four main areas whereby those policies could impact the markets and the economy,” writes Sevens Report’s Tom Essaye.
The last thing Saudi Arabia wants right now is lower oil prices amid their already subdued output, so they would not be likely to roll over and open the spigots without some sort of concessions – whether it be military [or] defense assets… or some other promise of U.S. investment in Saudi Arabia,” according to Tyler Richey, co-editor at Sevens Report Research.
Investors are likely waiting on specifics before reacting, although the tariff threats could signal some forthcoming broad market volatility as new and fluid trade policies inject some uncertainty into the macroeconomic outlook, said Tyler Richey, a co-editor with Sevens Report Research.
Oil began to “peel off” after comments from Trump suggested that the Organization of the Petroleum Exporting Countries may raise oil production, Tyler Richey, co-editor at Sevens Report Research, told MarketWatch.
The oil market seems more “preoccupied with the threat of an imminent physical-market deficit leading to regional supply shortages than easing geopolitical headwinds,” said Tyler Richey, co-editor at Sevens Report Research.
Going into 2025, however, Richey sees signs that the rally could face hurdles if a negative catalyst comes along.
Friday’s nonfarm payrolls is the “first big report of the year” for the U.S. economy, according to Sevens Report founder Tom Essaye.
Sevens Report Research founder Tom Essaye joins Josh Lipton on Asking for a Trend to discuss what investors can expect from the market under Trump 2.0 and which headlines matter to investors.
Sevens Report Research founder Tom Essaye outlines what investors need to know to separate the headlines that matter to the market from the noise.
Investors will want to see a return to Goldilocks data, consistent with a cooling labor market to help temper the recent spike in yields and help stocks stabilize said Tom Essaye at The Sevens Report.