Is the Easy Part of the Rally Behind Us?
What’s in today’s report: Is the “Easy” part of the rally behind us? Weekly market preview, weekly economic cheat sheet, Futures are sharply higher as economic reopening continued across the U.S. and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
What Happens to Markets If There’s a “Prolonged Recession?”
What’s in today’s report: What happens to markets if there’s a “Prolonged Recession?” • EIA & Oil update – can the bounce continue? Futures are little changed as markets digest Wednesday’s uptick, corporate news was solid overnight and more…
Don’t Fight the Fed (Still)?
What’s in today’s report: Should we buy LQD now that the Fed is buying it too? Futures are staging a rebound this morning, Economic data remained fairly dismal overnight and more…
Economic Breaker Panel: May Update
What’s in today’s report: Economic Breaker Panel: May Update, Futures are little changed this morning, Economically, China’s April PPI headline notably fell further into deflationary territory and more…
Why Are Stocks So Resilient (And Can It Continue?)
What’s in today’s report” Why are stocks so resilient (and can it continue?) Weekly market preview, weekly economic cheat sheet, Futures, and more…
Are Negative Rates Coming to the U.S.?
What’s in today’s report: Are negative rates coming to the U.S.? Jobs day, Futures are modestly higher, The U.S. and China held a trade call Thursday night and stated that “good progress” was being made and more…
Jobs Report Preview (Can the Market Look Past 20 Million Job Losses)?
What’s in today’s report: Jobs report preview, Why are Treasury Yields rising? EIA analysis and oil update, Futures are sharply higher and more…
Market Multiple Levels: S&P 500
What’s in today’s report: Market multiple levels: S&P 500, U.S. equity futures are tracking European shares higher, focus will be on the first look at April payrolls data, Q1 earnings continue to roll in and more…
Gold Update: What It Needs to Keep Rallying
What’s in today’s report: ECB meeting takeaways: Why we still prefer broad U.S. stock exposure over international right now, Gold update: What it needs to keep rallying and more…
What Yesterday’s Fed Decision Means for Markets
What’s in today’s report: FOMC takeaways: The fed put is alive and well, How bad was Q1 GDP? Oil update & inventory analysis, Futures are little changed and more…