Disinflation On, Disinflation Off
What’s in Today’s Report: Disinflation on, disinflation off (Scenario table with asset performance guide), Chart – “Another Bull Trap” update.
Author Archive for: Tom Essaye
Entries by Tom Essaye
Economic Breaker Panel: February Update
What’s in Today’s Report: Sevens Report economic breaker panel, January Durable Goods orders takeaways & a breakout in natural gas futures.
Now What? Updated Market Outlook
What’s in Today’s Report: Updated market outlook, Will yields keep rising? Weekly economic cheat sheet: Key growth updates this week.
Core PCE Price Index Preview (Good, Bad & Ugly).
What’s in Today’s Report: What the Core PCE price index will mean for markets (Good, Bad & Ugly), EIA and oil market analysis, and more…
Are Junk Bonds Signaling Recession?
What’s in Today’s Report: Are junk bonds signaling recession? What does terminal Fed funds mean in plain English?
Equity Risk Premium Hits 2007 Levels
What’s in Today’s Report: Equity risk premium at 2007 levels, Composite PMI Flash takeaways, Why are rising rates causing stocks to drop?
Is the Market Pendulum Swinging Back?
What’s in Today’s Report: Is the market pendulum swinging back? Weekly economic cheat sheet, Commodities update and more…
Three Technical “Cs” for a Lasting Market Bottom
What’s in Today’s Report: Three technical “Cs” for a lasting market bottom, VIX technical update, and more…
Technical Update: Is This Another Bull Trap?
What’s in Today’s Report: Technical Update: Is this another bull trap? EIA analysis and oil market update, and more…
What the CPI Data Means for Markets
What’s in Today’s Report: What the CPI means for markets, CPI data takeaways, How will Russia’s production cut impact oil markets?