What Is “R Star” and Why Is It Important?
What’s in Today’s Report: What is “R*” and why is it important? Palo Alto shares rip higher by 15%, sparking tech rally – Chart.
Author Archive for: Tom Essaye
Entries by Tom Essaye
How to Explain the Current Pullback to Clients & Prospects
What’s in Today’s Report: How to explain the current pullback to clients & prospects, Weekly market preview: Will Treasury yields stabilize?
Another Reason Treasury Yields Are Rising
What’s in Today’s Report: Another reason Treasury Yields are rising, and Chinese real estate firm Evergrande filed for bankruptcy overnight.
Pullback or Something More?
What’s in Today’s Report: Pullback or something more? EIA analysis and oil market update, and more…
It’s Not How High Rates Go Anymore, It’s How Long They Stay There
What’s in Today’s Report: It’s not how high that matters anymore, it’s how long, Retail Sales & Empire State Manufacturing survey takeaways.
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.
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…