Why There’s Some Cause for (Cautious) Optimism
What’s in Today’s Report: Why there’s some cause for cautious optimism, Dow Theory and Jobless Claims update, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
The Key Events to Start 2023
What’s in Today’s Report: The key events to start 2023, China Covid worries as cases explode higher, and more…
Is It Time to Allocate to Growth?
What’s in Today’s Report: The start of 2023 isn’t the time to allocate to growth, Case-Shiller and FHFA house price indices, and more…
A Positive Scenario for 2023
What’s in Today’s Report: Bottom line – There’s a positive scenario for 2023, Weekly economic cheat sheet: Focus on jobless claims.
Is the Yield Curve Already Forecasting a Fed Rate Cut?
What’s in Today’s Report: Is the yield curve already forecasting a Fed rate cut? Micron earnings effect, and more…
Economic Breaker Panel
What’s in Today’s Report: December Economic Breaker Panel, Consumer Confidence takeaways, Commodities update, and more…
Five Market Questions That Need to be Answered in 2023
What’s in Today’s Report: Five market questions that need to be answered in 2023 (And which answers are positive or negative), and more…
The Key Influence on Markets as We Approach 2023
What’s in Today’s Report: The key influence on markets as we approach 2023, Can economic data help stop the selling? And more…
Why Stocks Are Falling (It’s Not Just the Fed)
What’s in Today’s Report: Why stocks are falling (It’s not just the Fed), Philadelphia Fed & Empire State Manufacturing Surveys update.
What the Fed Decision Means for Markets
What’s in Today’s Report: What the Fed decision means for narkets, Why stocks didn’t fall more yesterday, EIA analysis and oil market update.