How to Explain This Market To Clients
What’s in Today’s Report: How to explain this market to clients, Weekly market preview: Does CPI further confirm disinflation is happening?
Author Archive for: Tom Essaye
Entries by Tom Essaye
Jobs Day
What’s in Today’s Report: How the Two-Year Yield caused yesterday’s drop in stocks, EIA analysis and oil market update, and more…
Jobs Report Preview (Will It Reinforce the No Landing Expectation?)
What’s in Today’s Report: Jobs Report Preview (Will It reinforce the no landing expectation?), FOMC Minutes: Fed’s hawkish tone and more…
ISM Data Points To Rising Odds of a Hard Landing
What’s in Today’s Report: Trading Color – Quarterly rebalancing helps improve breadth, ISM Manufacturing Index takeaways – Not a good report.
Why Economic Data Will Decide if the Rally Continues in 2H ’23
What’s in Today’s Report: Why economic data will decide if the rally continues in 2H ‘23, Weekly market preview, and more…
Is “No Landing” Back?
What’s in Today’s Report: Is “No Landing” back? Why Thursday’s data was positive for the “Growth On” basket, and more…
Why the Sintra Comments Were Slightly Hawkish
What’s in Today’s Report: Why the Sintra comments were slightly hawkish, Clarifying the “Growth On” trade vs. “Growth” style, and more…
What’s Changed Since February? (Other than the S&P 500, Not Much)
What’s in Today’s Report: What’s changed since February? (Other than the S&P 500, not much) May Durable Goods Orders and more…
Why the Fed Wants Higher Rates
What’s in Today’s Report: Why would the Fed keep hiking rates if inflation is coming down? Jobless Claims chart, and more…
What Russian Political Turmoil Means for Markets
What’s in Today’s Report: What Russian political turmoil means for markets, Signs the market is starting to believe the Fed, and more…