Fed Meeting Preview
What’s in Today’s Report: Why the Treasury Refunding Estimate Moved Markets and FOMC Meeting Preview
Author Archive for: Tom Essaye
Entries by Tom Essaye
Five Bullish Market Assumptions Updated
What’s in Today’s Report: Five Bullish Market Assumptions Updated (Are They Still True?), Weekly Market Preview, and more…
What Earnings Are Saying
What’s in Today’s Report: What Earnings Are Saying About Current Economic Growth, Futures Are Modestly Lower, and more…
China Cut Reserve Requirements
What’s in Today’s Report: China Cut Reserve Requirements. Does that Improve Risk/Reward? Futures are little changed overnight.
Hard vs. Soft Landing Scoreboard: Losing Momentum?
What’s in Today’s Report: Hard vs. Soft Landing Scoreboard: Losing Momentum? Richmond Fed Manufacturing Index Falls Sharply, and more…
Why Are Chinese Stocks So Weak? (And Is There an Opportunity?)
What’s in Today’s Report: Why Are Chinese Stocks So Weak? Chart: Leading Economic Indicators Remain Deeply Negative, and more…
Time to Chase This Market?
What’s in Today’s Report: Time to Chase This Market? Weekly Market Preview: Do Rate Cut Expectations for March Keep Falling?
The Reason Stocks & Bonds Are Declining (You’ve Seen It Before)
What’s in Today’s Report: The Reason Stocks & Bonds Are Declining (You’ve Seen It Before) and more…
Sentiment Update
What’s in Today’s Report: Sentiment Update and Empire State Manufacturing Index Falls to Pandemic Lows
Does March vs. May Really Matter?
What’s in Today’s Report: Does March vs. May Really Matter? Weekly Economic Cheat Sheet – Retail Sales Data in Focus.