Three Times Yellen Wasn't Dovish

3 Times Yellen Wasn’t that Dovish in Her HFSC Testimony, July 13, 2017

Cut through the noise and understand what’s truly driving markets. The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, seize opportunities, avoid risks and get more assets. Start your free two-week trial today. Markets interpreted Fed Chair Yellen’s comments to theHouse Financial Services Committee (HFSC) on Wednesday as[…]

How politics is impacting the market - sevens report

How Politics is Impacting the Market—Update, July 12, 2017

Cut through the noise and understand what’s truly driving markets, as this new political and economic reality evolves. Get your free two-week trial of The Sevens Report: Everything you need to know about the market in your inbox by 7am, in 7 minutes or less. Politics interjected itself into the markets Tuesday, this time via[…]

The results from a Citi survey of institutional investors show that cash holdings by institutional investors are at the lowest level since before the financial crisis..png

Momentum Indicator Update, July 11, 2017

Get the simple talking points you need to strengthen your client relationships with a free trial of The Sevens Report.  About two months ago, as markets were grinding relentlessly higher despite underwhelming economic fundamentals, I identified four momentum indicators that would tell us when this market was losing momentum and when the chances for a pullback[…]

What Does Reflation Actually Mean for the Economy-

What Does “Reflation” Actually Mean?, July 7, 2017

What Does “Reflation” Actually Mean? One of the reasons I started the Sevens Report more than five years ago was because I hated the overuse of jargon by analysts and commentators. Frankly, markets and economics are not particularly complicated topics. There are a lot of variables involved, so getting the future right is difficult. However,[…]

Jobs Report Preview

Goldilocks Jobs Report Preview, July 6, 2017

Goldilocks Jobs Report Preview: What Will Make the Report too Hot, too Cold, or Just Right? Given the Fed’s newfound confidence in inflation and economic growth, the bigger risk for stocks will be if tomorrow’s number comes in “Too Cold,” and further implies the economy is losing momentum into a hiking cycle. However, while a[…]

7 Dates That Could Make or Break the Market in Q3

7 Dates That Could Make or Break the Market in Q3, July 5, 2017

The Sevens Report is the daily market cheat sheet our subscribers use to keep up on markets, seize opportunities, avoid risks and get more assets. The first half of 2017 was defined by historically low volatility, and one of the quietest macro calendars we’ve had in years. However, with several parts of the market and[…]