Economic Breaker Panel: March Update
What’s in Today’s Report: What’s next for Brexit, Economic Breaker Panel – March update, Another (Potentially Bearish) Copper development, Futures, Brexit, stocks and more.
Author Archive for: Tom Essaye
Entries by Tom Essaye
Leading Indicators
What’s in today’s report: Some leading indicators of the 2018 correction are teetering again, U.S. futures are up small, the two primary catalysts in the U.S. today both hit before the open with CPI (E: 0.2%) at 8:30 a.m. ET and then the Fed’s Brainard speaks at 8:45 a.m. ET. and more.
Seven Ifs Updated
What’s in today’s report: Seven “Ifs” that will move this market updated, weekly market preview, weekly Economic Cheat Sheet, Trump/Xi summit appears to have been delayed till April, today markets will be focused on the Retail Sales and more.
Why The Dovish ECB Isn’t Good For Stocks
What’s in today’s report: Why the dovish ECB isn’t good for stocks, following more disappointing economic data, Chinese exports badly missed expectations and more.
ECB Preview (Why It’s Important For U.S. Stocks)
What’s in today’s report: ECB Preview, jobs report preview, Futures are drifting slightly lower following a quiet night as markets await the ECB decision later this morning, and more
Another Reason to Buy China
What’s in today’s report: A new positive for Chinese stocks, a theory on the Copper rally, stock futures are modestly lower this morning, oil prices are down over 1% this morning, we get our first look at February jobs data with the ADP Employment Report and more.
Market Multiples Explained
What’s in today’s report: Understanding market multiples can be extremely important because it’s a relatively easy (and accurate) way to tell if stocks are extended both on the upside (arguably now) and downside, Futures, China’s General Services PMI fell from 53.6 to 51.1, U.S./China trade and more.
Latest on U.S./China Trade (Is a Deal in Place?)
What are we talking about today: Latest on U.S./China trade, positive signs from the Bond market?, weekly market preview (jobs & the ECB), Futures, and more.
A Make Or Break Month Ahead
Why March will be a make or break month for the 2019 rally, Q4 GDP Report, Futures are moderately higher, Chinese shares are up 1%, Today focus will be on data as we get two important economic reports and more.
Two Important Takeaways from Yesterday’s Testimonies
What are we talking about: Yesterday’s most important testimony (it wasn’t Cohen), Futures are modestly lower again this morning following more disappointing Chinese economic data, global growth remains a concern as the Chinese Feb. manufacturing PMI missed estimates, the U.S./North Korea summit ended early and without a substantive agreement and more.