Why Rising Treasury Yields Are a Headwind on Stocks
What’s in Today’s Report: What’s Country Garden and why does it matter? Equity Risk Premium: Why Rising Bond Yields Are a Headwind on Stocks.
Author Archive for: Tom Essaye
Entries by Tom Essaye
What Can Push Stocks Higher from Here?
What’s in Today’s Report: What can push stocks higher from here? (Four candidates), Do the three pillars of the rally get further reinforced?
Hard Landing/Soft Landing Scoreboard Update
What’s in Today’s Report: Hard Landing & Soft Landing Scoreboard update, July’s CPI reading takeaways, and more…
Will Today’s CPI Report Extend the Pullback?
What’s in Today’s Report: Market Multiple Table chart (August update), CPI preview, EIA analysis and oil market update.
Market Multiple Table: August Update
What’s in Today’s Report: Market Multiple Table – August ipdate, Oil testing 2023 highs – Chart, and more…
What Is the Yen Carry Trade?
What’s in Today’s Report: What is the Yen Carry trade and why does it matter to markets? Manheim Used Car Index takeaways, and more…
What’s Causing the Increased Volatility in Stocks?
What’s in Today’s Report: What’s causing the increased volatility in stocks? Weekly market preview, and more…
Jobs Day
What’s in Today’s Report: Jobs Report preview (Abbreviated Version), Yesterday’s market recap, Oil and commodities update and more…
What Caused Yesterday’s Selloff? (It Wasn’t the Fitch Downgrade)
What’s in Today’s Report: What caused yesterday’s selloff? (It wasn’t the Fitch downgrade), Jobs Report preview, and more…
How to Explain Inflation Base Effects to Clients and Prospects
What’s in Today’s Report: How to explain inflation to clients and prospects, JOLTS return to pre-Covid trend path, and more…