Curve Steepening: Buy Banks?
What’s in today’s report: 10’s-2’s showing signs of life, S&P futures are indicating stocks will open at all-time highs today, AAPL beat on earnings and revenue in Q1 and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Will the Fed Cut Rates?
What’s in today’s report: FOMC preview, U.S. futures and most international equity markets were mildly lower, on the earnings front, there are several notable companies releasing reports today and more.
An Update from Dr. Copper
What’s in today’s report: Futures are little changed following more U.S./China trade optimism, President Trump said he expects to host Chinese Premier Xi at the White House “soon”, earnings after the bell were mixed at INTC badly missed and more.
Earnings Season Takeaway (Mild Positive)
What’s in today’s report: Earnings season early takeaway (mildly positive), sector winners from a U.S./China trade deal announcement, EIA & oil market update, futures are little changed following a generally quiet night and more.
The Case for Healthcare
What’s in today’s report: The case for healhcare, stock futures are flat as yesterday’s melt-up rally to new all-time closing highs, notable earnings releases today and more.
Why Average Inflation Matters
What’s in today’s report: Why average inflation matters to you, stock futures are slightly lower this morning, oil is notably hitting fresh 2019 highs, price action in stocks has been especially sensitive to the bond market and more.
Time to Buy Puts?
What’s in today’s report: Weekly market preview, weekly market cheat sheet, oil is 2% higher following reports the Trump administration will not renew any Iranian import wavers and more.
Is Healthcare A Buy? (It’s Negative YTD)
What’s in today’s report: Why stocks faded at the open yesterday, Healthcare, oil and energy update, futures are slightly lower following a night of mixed economic data, economic data and more.
Sevens Report – What’s in the Box?
What’s in today’s report: Gold breakdown, Futures are climbing higher this morning, there is one economic report to watch: International Trade (E: -$53.6B) , two Fed officials are scheduled to speak: Bullard (12:30 p.m. ET) and Harker (12:30 p.m. ET) more.
Economic Breaker Panel: April Update
What’s in today’s report: Economic Breaker Panel: April Update, earnings review, futures, there are two economic reports to watch: Industrial Production (E: 0.3%) and the Housing Market Index (E: 63) and more.