Hard Landing vs. Soft Landing Scoreboard Update
What’s in Today’s Report: Why Didn’t Stocks Drop On Yesterday’s Yield Spike? Hard Landing vs. Soft Landing Scoreboard Update and More…
Author Archive for: Tom Essaye
Entries by Tom Essaye
How to Explain the Israel-Hamas Conflict to Clients
What’s in Today’s Report: How to Explain the Israel-Hamas Conflict to Clients and Empire State Manufacturing Index Takeaways.
Why Markets Are Resilient Despite Geopolitical Risks
What’s in Today’s Report: Why Markets Are Resilient Despite Geopolitical Risks, Will Powell Signal Rate Hikes Are Over? And more…
Market Multiple Levels Chart (October Edition)
What’s in Today’s Report: Market Multiple Levels Chart (October Edition), Futures are modestly lower following mixed economic data and more.
Market Multiple Table – October Edition
What’s in Today’s Report: Market Multiple Table – October Edition and Why Didn’t a Hot PPI Report Weigh on Markets?
CPI Preview: Good, Bad, and Ugly
What’s in Today’s Report: CPI Preview: Good, Bad, & Ugly, “Soft Components” of the NFIB Small Business Optimism Index Fall to GFC Lows.
Is There an Opportunity in Defensive Sectors?
What’s in Today’s Report: Is There an Opportunity in Defensive Sectors? Chart: 10-Yr Treasury Note Futures Imply Potential Reversal Lower.
Why Did Stocks Rally After the Jobs Report?
What’s in Today’s Report: Why Did Stocks Rally After the Jobs Report? What to Make of This Market (Updated Near and Medium-Term Outlook).
An Important Jobs Day
What’s in Today’s Report: An Important Jobs Day (Jobs Report Preview – Abbreviated Version) Following Better Than Excpected Economic Data.
Jobs Report Preview
What’s in Today’s Report: Jobs Report Preview (How Bad Would a Too Hot Number Be for Markets?), Why Oil Dropped and more…