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…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Jobs Report Preview
What’s in Today’s Report: Jobs Report preview (First of two key economic reports), EIA and OPEC meeting analysis, and more…
The Latest on Taiwan and China
What’s in Today’s Report: The latest on Taiwan and China, JOLTS decline but remains elevated, Big one-day reversal in the 10-Year Yield.
What Escalating U.S.-China Tensions Mean for Markets
What’s in Today’s Report: What escalating U.S.-China tensions mean for markets, What’s the Fed’s endgame with rates? How low could oil go?
What Can Take Stocks Sustainably Higher?
What’s in Today’s Report: What can take stocks sustainably higher? Does Fed commentary get less hawkish? Jobs Report Friday, and more…
Time to Reduce Commodity Allocations?
What’s in Today’s Report: Is it time to reduce commodity allocations? Why Q2 GDP wasn’t as bad as it seemed, and more…
Two Clear Takeaways from the Fed Decision
What’s in Today’s Report: Two clear takeaways from the Fed decision, EIA analysis and oil update, and more…
Brace for a Recession on Thursday
What’s in Today’s Report: Brace for a recession on Thursday, Housing data points to slowdown, S&P 500 holds 50-day moving average.
Fed Meeting Preview
What’s in Today’s Report: FOMC preview, Market outlook for Fed funds at yearend: Chart, More inflation pressures on consumers and earnings.
What Happens After Inflation Peaks?
What’s in Today’s Report: What happens after inflation peaks? Fed decision Wednesday, Q2 GDP and inflation stats are the highlights.