Get defensive but hold onto the magnificent seven
Tom Essaye, president of Sevens Report Research, joins BNN Bloomberg for his cautious outlook for the markets and getting more defensive.
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The Fundamental Focus of the Oil Market Has Shifted: Oil Futures
The fundamental focus of the oil market has shifted from demand to the supply side as Russia and Saudi Arabia caught markets off guard with their output cut extension announcements. Factoring in the extended cuts, many forecasts reflect deepening supply deficits in physical markets into the end of the year. This has resulted in the latest leg higher to fresh 2023 highs in oil.
Stable Treasury Yields: Tom Essaye’s Insight
In a recent feature in Barron’s, he emphasizes the significance of stable Treasury yields in catalyzing the rebound of stocks from last week’s losses. Explore how the tech sector is spearheading this upward surge.
Focus Remains on Treasury Yields Today
No major U.S. economic data is set for release on Monday, so the focus will remain on Treasury yields, said Tom Essaye.
German Industrial Data: Tom Essaye Quoted in Barron’s
Tom Essaye, founder of Sevens Report Research, weighs in on the global economic concerns arising from this data out of Germany.
Navigating Market Signals: Tom Essaye’s Insight on Growth and Demand
Gain valuable insights from Tom Essaye, founder of Sevens Report Research, on how the market interprets signals of slowing demand and growth.
Renewed Global Growth Concerns
Renewed global growth concerns as China’s services sector experiences its slowest expansion in eight months, analyzed by Tom Essaye.
Labor Market Analysis By Tom Essaye Quoted in Forbes
If the labor market is seeing easing, then now is the time the Fed will have to perfectly execute the ‘soft landing…said Tom Essaye.
Tom Essaye Quoted in Barron’s on August 30th, 2023
There are no Fed speakers today, so investors will be looking for more evidence that supports a continued pause in the…said Tom Essaye.
Tom Essaye Quoted in Swissinfo.ch on August 28th, 2023
This week is important because it has the chance to either reinforce the ‘soft/no landing’ and ‘disinflation’ pillars of the rally…said Tom Essaye, founder of The Sevens Report newsletter.