Trump/XI Meeting Day (Finally)
What’s in today’s report: What caused the late week rally (don’t forget it’s quarter end too), a positive sign in housing, Trump and Xi meet at 10:30 p.m. ET and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
G-20 Preview (What It Will Mean for Stocks)
What’s in today’s report: G-20 preview (What’s expected, bullish if, bearish if, and market reactions), Oil update – A bullish inventory number, Futures are marginally higher and more…
Digging Deeper into the Yield Curve
What’s in today’s report: Digging deeper into the yield curve, S&P futures are rebounding solidly this morning, WTI crude oil futures are up nearly 2% and more.
Sevens Report – Dow Theory Update
What’s in today’s report: Dow theory update, Gold update, futures are down slightly as the recent run to new highs in the S&P 500 is digested, trade optimism faded modestly overnight and more…
It’s G-20 Week (Trump/XI Meeting Friday)
What’s in today’s report: Weekly market preview, weekly economic cheat sheet, futures are modestly higher following a generally quiet weekend, news from the weekend focused on geo-political tensions between the U.S. and Iran and more…
Mind the Fed Funds Gap
What’s in today’s report: Mind the Fed funds gap, S&P futures are slightly lower, the U.S. reportedly called off a retaliatory strike against Iran, Brainard and Mester speak on a panel together at 12:00 p.m. ET and more…
Perspective on Yesterday’s Rally
What’s in today’s report: Perspective on yesterday’s bullish catalysts, is ECB QE bullish for European stocks?, today is clearly all about the FOMC Decision at 2:00 p.m. ET and more…
FOMC Preview (Will the Fed Confirm the Rally?)
What’s in today’s report: FOMC preview – Will the Fed confirm the rally?, Futures are modestly higher, today will likely be dominated by pre-Fed positioning and trading should be quiet and more…
Why Are Stocks So Resilient (And Can It Last?)
What’s in Today’s Report: Why are stocks so resilient (and can it last?), Last week’s key event (it wasn’t Mexican tariffs), weekly market preview, weekly economic cheat sheet and more.
Fed Expectations (What’s The Best Scenario?)
What’s in today’s report: The right fed expectation for this market, more proof there’s no chinese buyers strike for treasuries, futures are modestly lower, and more…