Tom Essaye Quoted in Markets Insider on May 15, 2019
Tom Essaye was quoted in Markets Insider on May 15, 2019. The red metal has been the “single-best leading indicator for stocks over the past 18 months,” and is flashing a warning sign for…”
Author Archive for: Tom Essaye
Entries by Tom Essaye
Another Update From Dr. Copper (It’s Been Right)
What’s in today’s report: Another update from Dr. Copper, futures are modestly weaker following disappointing Chinese economic data, the key reports today (in order of importance) are: Retail Sales (E: 0.2%), Empire State Manufacturing Survey (E: 9.0), Industrial Production (E: 0.0%), Housing Market Index (E: 64). and more…
Sectors Insulated from the Trade War
What’s in today’s market: Context for U.S.-China trade: Identifying sectors insulated from trade risks, U.S. stock futures, trade is obviously going to continue, China’s retaliatory tariff deadline of June 1st and Trump’s indecision on the next round of tariffs were received as incremental positives and more…
Latest on Trade (Why Are Stocks Down?)
What’s in today’s report: Latest on trade (why are stocks down this morning?), weekly market preview, weekly economic cheat sheet, Futures are down more than 1% and more…
Trade War Update (After Tariff Increases)
What’s in today’s report: Trade war update, futures are marginally weaker as the U.S. increased tariffs, economic data was solid, we also get the most important economic data point of the week: CPI (E: 0.4%) and more.
Inflation Update (It’s More Important Than Trade)
What’s in today’s report: Inflation update, EIA analysis and oil update, futures are decidedly0 weaker this morning, today the market will be held hostage again by trade headlines and more.
When Is the Dovish Fed Good for Stocks?
What’s in today’s report: When is the dovish Fed good for stocks? It’s the difference between “aggressive” and “appropriate”, stock futures are trading lower, trade news will still dominate the markets and more.
What New Tariff Threats Mean for Markets
What’s in today’s report: What Trump’s tariff threats mean for markets, updated market outlook (beyond tariffs/trade), weekly market preview, futures, from a technical standpoint and more.
What Is Dow Theory Saying Now?
What’s in today’s report: What is dow theory saying now, 10’s-2’s yield spread and bank stock outlook (post Powell’s press conference), Futures…and more.
FOMC Takeaways (Where’s the Positive Catalyst Now?)
What’s in today’s report: FOMC takeaways, why this Fed isn’t good at communication, jobs report preview, oil market update, Futures and more.