How Much Is Too Much?
What’s in today’s report: How much is too much? Weekly economic outlook, S&P futures are modestly higher this morning, Chinese GDP slowing to 6.2% vs. (E) 6.3% and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Why Yesterday’s Bad Treasury Auction Mattered to Markets
What’s in today’s report: Why yesterday’s bad treasury auction mattered, Futures are modestly higher again, there was no new news on trade overnight, Economic data remained mixed as Chinese exports declined again and more…
Finding Attractive Risk/Reward in This Market
What’s in this report: Why Powell was dovish, where can we find attractive risk/reward? Emerging market bonds, energy outlook and more…
Powell Preview
What’s in today’s report: Powell testimony preview, NFIB small business optimism index analysis, Economically, Chinese June CPI was inline but PPI dropped from 0.6% to 0.0% vs. (E) 0.2% and more…
Do Lower Rates Mean Better Stock Returns?
What’s in today’s report: Do lower rates mean better stock return? Another bad signal from yield curve, stock futures are moderately lower this morning and more…
What the Strong Jobs Report Means for Markets
What’s in today’s report: What friday’s jobs report means for the markets, weekly market preview, weekly economic cheat sheet, futures and more…
Jobs Day
What’s in today’s report: Jobs report preview, why collapsing bond yields are boosting stocks, oil market update, Futures are marginally low and more…
Jobs Report Preview
What’s in today’s report: Jobs report preview, what the OPEC+ charter means for oil, futures are rising with EU shares this morning, Gold is also notably higher by 1.43% and more…
What’s Next for the U.S. and China?
What’s in today’s report: What’s next for the U.S.-China trade talks? Dr. Copper is not buying the stock rally, global PMI analysis, U.S. stock futures are slightly lower this morning and more…
Trump/Xi Meeting Takeaways (Good, But Not That Good)
What’s in today’s report: Trump/XI meeting takeaways & updated market outlook, weekly market preview, weekly economic cheat sheet and more…