Identifying Potential Positive Surprises
What’s in today’s report: Identifying potential positive supplies, EIA/oil analysis, futures are sharply higher, U.S./China trade “chatter” and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
A True Curve Inversion
What’s in today’s report: When is a yield curve inversion truly a negative signal, consumer confidence takeaways, the benchmark 10s-2s yield curve spread hit a fresh 12 year low and more…
What’s Next for U.S.-China Trade?
What’s in today’s report: What’s next for U.S.-China trade?, durable goods report takeaways, global financial markets, economic reports to watch and more…
Is the Trade War A Bearish Gamechanger Now?
What’s in today’s report: Updated market outlook, weekly market preview, futures are modestly higher after positive U.S./China trade comments by President Trump and more…
Powell Speech Preview
What’s in today’s report: Powell speech preview, can strong consumer spending prevent a recession?, Futures are marginally higher following a quiet night and more…
Rising Chances of a True Yield Curve Inversion
What’s in today’s report: FOMC minutes takeaway, EIA/oil update, futures are slightly lower as markets digest yesterday’s “not dovish” FOMC Minutes and more…
Did the Yield Curve Actually Invert?
What’s in today’s report: Why italian political drama matters to you, did the yield curve actually invert? only sort of, futures are solidly higher this morning, and more…
Updated Market Multiples
What’s in today’s report: Market multiples table updated, Futures are drifting higher this morning, Sentiment towards the trade war has been improving since Friday and more…
Progress on U.S./China Trade?
What’s in today’s report: Updated market outlook, weekly market preview, focus will be on any U.S./China trade-related headlines, weekly economic cheat sheet and more…
Why the Falling Yuan Isn’t That Big of a Threat
What’s is today’s report: Falling Yuan, Futures are solidly higher thanks to continued momentum, Stocks were short term oversold and due for a bounce and more…