Is a Yield Curve Inversion Different This Time?
What’s in Today’s Report: Is a yield curve inversion different this time? Russia/Ukraine war updates, Moderately higher futures and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Inflation Update
What’s in Today’s Report: Inflation update, EIA analysis and oil market update, Moderately lower futures, and more…
Market Multiple Levels: S&P 500
What’s in Today’s Report: What does a peace deal look like? Market Multiple Levels: S&P 500, Higher futures and more…
Market Multiple Table: March Update
What’s in Today’s Report: Market Multiple Table: March update, Russian oil update, Stock futures lower, and more…
A Narrowing Path to an Economic Soft Landing
What’s in Today’s Report: A narrowing path to an economic soft landing, All about Ukraine/Russia, and Inflation is key this week.
Jobs Day
What’s in Today’s Report: Jobs day (An important report), Futures are moderately lower, Update on Russia/Ukraine war, and more…
Jobs Report Preview
What’s in Today’s Report: Jobs Report preview, Oil market update and EIA analysis, Russia/Ukraine update, and more…
It’s All About Escalation (And What Can Go Wrong)
What’s in Today’s Report: It’s all about escalation (And what can go wrong), ISM Manufacturing report takeaways, and more…
Why the SWIFT Ban and Other Sanctions Matter
What’s in Today’s Report: Why the SWIFT ban and other sanctions matter, Update on Value/Growth rotation, and more…
Ukraine Update and Why Future are Down
What’s in Today’s Report: Ukraine update and why futures are down, Switching focus back to the Fed, Weekly market preview: Powell testimony.