FOMC Minutes: Not as Dovish as the Market Reaction
What’s in Today’s Report: FOMC Minutes: Not as dovish as the market reaction, Retail earnings takeaways, EIA and oil market analysis.
Author Archive for: Tom Essaye
Entries by Tom Essaye
What Currencies and Bonds Are Saying About the Fed
What’s in Today’s Report: Better-than-feared earnings drive trading, Why currency and bond markets are not signaling a “less hawkish” Fed.
Market Multiple Levels: S&P 500 Chart
What’s in Today’s Report: Market multiple levels: S&P 500 chart, Takeaways from a dismal Empire State Manufacturing report, and more…
Did the Markets Achieve Peak Inflation & Peak Hawkishness
What’s in Today’s Report: Keys to a bottom update: Did the markets achieve peak inflation & peak hawkishness? Can stocks hold these gains?
What Could Send Stocks Higher from Here (Three Factors)
What’s in Today’s Report: What could send stocks higher from here (Three factors), Slightly higher futures, and more…
Market Multiple Table
What’s in Today’s Report: August Market Multiple Table, Growth and Inflation – Which one falls faster? (It’s an important question)
Market Set Up Into Today’s CPI Report
What’s in Today’s Report: Market set up into today’s CPI report, Are semiconductor stocks forecasting the slowdown? And more…
CPI Preview: Good, Bad and Ugly
What’s in Today’s Report: CPI Preview: Good, Bad, and Ugly, Slightly lower futures due to tech stock weakness, and more…
A Critical Week for Markets
What’s in Today’s Report: A critical week for markets, CPI on Wednesday is the key report. Can a soft CPI report continue to support markets?
Jobs Day
What’s in Today’s Report: Jobs day, Why the BOE hiked 50 bps yesterday, Geo-political issues with China over Taiwan, and more…