A Warren Presidency and Markets
What’s in today’s report: What would a Warren presidency mean for markets? Stock futures reversed from overnight gains, the Chinese Composite PMI firmed to a multi-month high and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Is It Too Late for a Trade Truce?
What’s in today’s report: Is it too late for a trade truce? Weekly market preview, weekly economic cheat sheet, Futures, Fed speakers and more…
Is a Bad ISM PMI Really Worth a 3% Pullback?
What’s in today’s report: Is A Bad ISM Really Worth a 3% Pullback? Jobs report preview, Futures are enjoying a modest oversold bounce and more…
A Gutsy Contrarian Call
What’s in the today’s report: A gutsy contrarian call, It is a mixed start to Q4 today as U.S. stock futures are modestly higher, economic reports to watch and more…
Repo Market Update (Not Fixed Yet)
What’s is today’s report: Repo market update, Futures are modestly higher, U.S./China trade talks are officially scheduled for October 10th and 11th & more.
Is Impeachment a Negative for Markets?
What’s in today’s report: What impeachment means for markets, Economic breaker panel September update, Stock futures are extending losses this morning and more…
Presidential Cycles and Markets
What’s in today’s report: The Presidential cycle and financial markets, Futures are higher with most overseas markets, Chinese Vice Premier Liu will travel to Washington and more…
Macro Outlook: Better, But Is It This Good?
What’s in today’s report: Macro outlook update, weekly market preview, weekly economic cheat sheet, the Chinese Ministry of Finance called last week’s talks “constructive” and more…
Why Earnings Still Matter
What’s in today’s report: Why we can’t get complacent on earnings, Dow theory turns positive, Futures are marginally higher after China cut interest rates and more…
What the Fed Rate Cut Means for Markets
What’s in today’s report: FOMC takeaways, Oil market update, Futures are slightly lower as markets digest a “not as dovish as wanted” and more…