Market Setup into the Fed Decision
What’s in Today’s Report: Market setup into the Fed decision, All about the terminal rate, Weekly economic cheat sheet: Flash PMIs Friday.
Author Archive for: Tom Essaye
Entries by Tom Essaye
Why Stocks Dropped Again
What’s in Today’s Report: Why stocks dropped (Again), A question about silver, Sharply lower futures, and more…
Why the Decline in Core Inflation Could Be Slower than Expected
What’s in Today’s Report: Why the decline in core inflation could be slower than expected, EIA analysis and oil market update, and more…
Was the CPI Report a Bearish Gamechanger?
What’s in Today’s Report: Was the hot CPI report a bearish gamechanger? CPI takeaways, Chart: Real rates surge – 5-Yr TIPS yield tops 1%.
The Ukraine Counteroffensive and Markets
What’s in Today’s Report: What the Ukraine counteroffensive means for markets, Look ahead to today’s CPI report, and more…
Why Stocks Rallied Last Week (And Is It Sustainable?)
What’s in Today’s Report: Why stocks rallied last week, Can inflation fall quickly and growth stay resilient? CPI tomorrow is the key report.
What the Latest Fed Speak Means for Markets (Updated)
What’s in Today’s Report: What the latest Fed speak means for markets (Updated for Powell, the ECB, and RBA), and more…
Market Multiple Table Chart
What’s in Today’s Report: Market Multiple Table chart, What Fed speak means for markets (Yesterday and today), and more…
Market Multiple Table: Fork in the Road?
What’s in Today’s Report: Market Multiple Table: Fork in the road? S&P 500 chart: 50-50 chance of new lows, ISM service sector PMI, and more.
Three Keys to a Bottom (Updated)
What’s in Today’s Report: Three keys to a bottom updated (Some progress but not there yet) Economic takeaways – Goldilocks trends emerging.