Entries by Tom Essaye

Sectors Insulated from the Trade War

What’s in today’s market: Context for U.S.-China trade: Identifying sectors insulated from trade risks, U.S. stock futures, trade is obviously going to continue, China’s retaliatory tariff deadline of June 1st and Trump’s indecision on the next round of tariffs were received as incremental positives and more…

Trade War Update (After Tariff Increases)

What’s in today’s report: Trade war update, futures are marginally weaker as the U.S. increased tariffs, economic data was solid, we also get the most important economic data point of the week: CPI (E: 0.4%) and more.

When Is the Dovish Fed Good for Stocks?

What’s in today’s report: When is the dovish Fed good for stocks? It’s the difference between “aggressive” and “appropriate”, stock futures are trading lower, trade news will still dominate the markets and more.

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…

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.