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.
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.
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 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.
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 as important economic data strengthened across multiple fronts over the past month…Tom Essaye of the Sevens Report wrote.
As Sevens Report President Tom Essaye notes, “semiconductor stocks have cycle-leading characteristics,” given their volatility and risky balance sheets.
Despite the Middle East developments, “almost everything is favoring the bear case for oil right now,” said Tyler Richey, co-editor at Sevens Report Research.
A slowing economy does not necessarily mean a recession…Sevens Report Research founder and president Tom Essaye tells Seana Smith and Brad Smith on the Morning Brief.
As per analysts at Sevens Report, emerging markets may indeed be approaching an opportune moment for investors to re-enter.