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…
Author Archive for: Tom Essaye
Entries by Tom Essaye
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…
Could the Yield Curve Be Wrong This Time?
What’s in Today’s Report: Could the Yield Curve be wrong this time? Chart: 10s-2s Yield Curve spread near multi-decade lows, and more…
How to Explain Any Pullbacks to Clients
What’s in Today’s Report: How to explain any pullbacks to clients, Weekly market preview, and Weekly economic cheat sheet.
What Caused Thursday’s Reversal?
What’s in Today’s Report: What caused Thursday’s reversal? How economic data was “Too Hot” yesterday, and more…
What the Fed Decision Means for Markets
What’s in Today’s Report: What the Fed decision means for markets, EIA analysis and oil market update, and more…
Dow Theory Update: Bullish Reversal in July
What’s in Today’s Report: Dow Theory update – bullish reversal in July, Central Bank decision expectations: Fed, ECB, and BOE this week.