Combatting FOMO (Fear of Missing Out)
What’s in today’s report: Why stocks rallied yesterday, What happens when stimulus checks stop coming? EIA and oil market update and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Market Multiple Levels: S&P 500
What’s in today’s report: Market Multiple Levels: S&P 500 chart, What do protests mean for markets, S&P futures are once again up by double digits, global Composite PMI data for May was mostly upbeat and more…
Market Multiple Update
What’s in today’s report: Market Multiple Table, ISM manufacturing index takeaways, Futures are higher today, investors will focus on the trade tensions between the U.S. and China as well as the ongoing, protests across much of the U.S.,and more…
China Press Conference Preview (A New Headwind?)
What’s in today’s report: China press conference preview, EIA & Oil market update, Futures are modestly lower, U.S./China tensions continue to tick higher…
Bullish Developments on Equity Index Charts
What’s is today’s report: Bullish developments on the equity index charts, • Is there a finally a rival to treasuries? If so, what are the short and long term implications? Futures are little changed and more…
Global Economic Stimulus Playbook (Repeat of ’08-’14?)
What’s in today’s report: Is this just a big replay of ’08-’14? S&P futures are up well over 1% this morning, Hong Kong protests, 5-Yr Treasury Note Auction at 1:00 p.m. ET and more…
Are There New Tailwinds for Stocks?
What’s in today’s report: Are there new tailwinds for stocks? Weekly Economic Cheat Sheet, U.S. equity futures are trading higher, Novavax was the latest company to begin human testing for its coronavirus vaccine and more…
The Yield Curve and Recessions
What’s is today’s report: Yield Curve update: Historically speaking, U.S. equity futures are up more than 1% this morning, Treasury will hold a 20-Year Bond Auction and more…
A Bullish Gamechanger?
What’s in today’s report: What would be a bullish gamechanger? Futures are modestly lower this morning, the German ZEW Survey’s Current Conditions Index fell, there is one other Fed speaker to watch and more…
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…