U.S./China Trade Update (What’s Priced In Now?)
What’s in today’s report: U.S/China trade update, One more important stat on corporate buybacks, Futures are modestly higher, economic reports and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
How Corporate Buybacks Are Skewing EPS Statistics
What’s in today’s report: How share buybacks are skewing EPS statistics, S&P futures are flat, the data was slightly hawkish from a monetary policy standpoint and more…
Does this Cyclical Rotation Have Legs?
What’s in today’s report: Does this Cyclical rotation have legs? Factory orders data takeaways, Dr. Copper update, U.S. stock futures, trade war and more…
An Analogy To Explain This Market (Investors Loved It)
What’s in today’s report: An analogy to help explain this market (investors loved it), weekly market preview, weekly economic sheet, Futures and more…
ISM PMI Day (More Important than the Jobs Report)
What’s in today’s report: Jobs report preview, Is Dr. Copper sending abother signal? Futures are slightly higher, Global manufacturing PMIs were a bit better this morning and more…
FOMC Takeaway: Will Three Rate Cuts Save the Bull Market?
What’s in today’s report: FOMC takeaway: Will three rate cuts save the bull market? Why Wednesday’s GDP report is important, oil market update, and more…
Fed Day and Jobs Report Preview
What’s in today’s report: Jobs report preview, Natural gas, Fed meeting day, The Eurozone EC Economic Sentiment Index dropped, earnings season & more…
Fed Meeting Preview
What’s in today’s report: FOMC preview, Stock futures are slightly lower and bonds are rising modestly, British PM Boris Johnson is making a new push for a general election and more…
Print This Table (Updated Market Roadmap)
What’s in today’s report: Updated market roadmap into year-end, Futures are slightly higher, Global flash PMIs universally disappointed this morning and more…
Where Will the S&P End the Year?
What’s in today’s report: What Brexit means for markets? Where will the S&P end the year? Stock futures are flat, Economically, the French Business Climate Indicator fell to a more than 4 year low and more…