Progress on the Banks?
What’s in Today’s Report: Weekly market preview: Do the banks stabilize? Weekly economic cheat sheet: Key inflation data on Friday, and more.
Author Archive for: Tom Essaye
Entries by Tom Essaye
Dow Theory & Managing Risk-Reward in Stocks
What’s in Today’s Report: Dow Theory and managing risk-reward in stocks, What is the TIPS market telling us, and more…
Fed Takeaways
What’s in Today’s Report: Is a more-dovish-than-expected Fed decision a bullish gamechanger? No, here’s why, and the Fed decision takeaways.
Fed Wildcard to Watch
What’s in Today’s Report: Dynamics between stocks, bonds, and the economy have changed since Covid, Fed wildcard to watch, and a KBE Chart.
Fed Meeting Preview: Hike or No Hike?
What’s in Today’s Report: FOMC preview, Three reasons oil could stabilize (At least in the near-term), and more…
Catalysts to Watch This Week
What’s in Today’s Report: Catalysts for this week, Inflation is still high and the consumer Is still healthy, and FOMC in focus this week.
Why Have RSP and SPY Diverged?
What’s in Today’s Report: Why have RSP and SPY diverged? Initial Jobless Claims and economic data update, and more…
Market Multiple Table Chart
What’s in Today’s Report: Market Multiple Table chart, Update on Credit Suisse, and An important difference between now and 2008.
Market Multiple Table: March Update
What’s in Today’s Report: Market Multiple Table – March update, February CPI takeaways, and a breakdown in the energy markets: Oil update.
Is the Fed Really Going to Turn That Dovish?
What’s in Today’s Report: Why did the Nasdaq rally yesterday? Is the Fed really going to turn that dovish? Charts: 2-Yr Note Yield plunges.