A Historic Week Finally Arrives
What’s in today’s report: A historic week finally arrives, Weekly market preview: This is a week full of potential catalysts including The election, the FOMC decision, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Is Stimulus the New QE?
What’s in today’s report: Is stimulus the new QE? Economic data: jobless claims hit a low for the recovery, Futures, tech earnings and more…
Three Events That Would Make This Pullback Worse
What’s in today’s report: Three events that would make this pullback worse, • The one underlying reason for the decline yesterday, Futures, and more…
Vaccine Playbook
What’s in today’s report: Vaccine playbook (results hopefully coming next week), September durable goods orders takeaways, coronavirus and more.
Four Reasons Stocks Dropped Yesterday
What’s in today’s report: Four reasons stocks dropped yesterday, Stock futures are bouncing modestly, earnings, stimulus, rising coronavirus cases and more…
A Market Supported By Great Expectations
What’s in today’s report: A market supported by great expectations, weekly market preview: Earnings, coronavirus, and polls are key this week and more…
Navigating a Policy Driven Market (All Blue Waves Aren’t the Same)
What’s in today’s report: Navigating a policy driven market (All blue waves aren’t the same), Futures are modestly higher, October flash Composite PMI and more…
What Happens to Markets If Trump Wins?
What’s in today’s report: What happens to markets if Trump wins? Oil update and EIA analysis, Futures are marginally weaker, stimulus headlines will continue to move the tape and more…
A Familiar Question: 1998 or 2000?
What’s in today’s report: Stimulus negotiations update, A familiar question: 1998 or 2000? (Yield curve update), Stock futures are flat & more…
Asset Allocations (Long and Short Term)
What’s in today’s report: Thoughts on asset allocations (short and long term), Stock futures are trading higher this morning, Earnings season is continuing to pick up and more…