Market Multiple Table (Updated)
What’s in today’s report: Market multiple table – December update, EIA and oil market analysis, Futures are little changed and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Why Stocks Rallied
What’s in today’s report: Why stocks rallied yesterday, Futures are modestly lower, News broke overnight that the U.K. approved Pfizer’s COVID-19 and more…
Perspective on Value vs. Growth
What’s in today’s report: Value vs. Growth (Perspective), OPEC+ Meeting and what’s next for oil prices, equity futures and more…
A Busy and Important Week for Markets
What’s in today’s report: There are still risks to the rally, weekly market preview: How strong is the economic recovery? Weekly economic cheat sheet and more…
The Case for Banks
What’s in today’s report: The case for banks, Stock futures have pulled back, COVID-19 related hospitalizations reportedly hit a new high and more…
Yellen and Stimulus Expectations
What’s in today’s report: Is Yellen as treasury secretary another bullish tailwind? Great (stimulus) expectations, Gold breakdown and more…
The New Market Dynamic (Lockdowns and Stimulus)
What’s in today’s report: Navigating the new market dynamic (lockdown and stimulus), weekly economic cheat sheet: the key number is today’s flash PMI and more…
Are Lockdowns Starting to Outweigh Vaccine Optimism?
What’s in today’s report: Are lockdowns starting to outweigh vaccine optimism, EIA and oil outlook (updated), Futures, and more…
Growth vs. Value: A Closer Look
What’s in today’s report: Growth vs. Value: A closer look, Retail sales and industrial production data takeaways, vaccine developments, and more…
New Market Catalysts
What’s in today’s report: New market catalysts (Election/Vaccine are priced in), Stock futures are trading moderately lower, 160K new COVID-19 cases and more…