What the Fed Decision Means for Markets
What’s in Today’s Report: What the Fed decision means for markets (50 bps in March and/or five hikes), EIA analysis and oil market update.
Author Archive for: Tom Essaye
Entries by Tom Essaye
Fed Wildcards to Watch
What’s in Today’s Report: Tapering schedule and balance sheet reduction, S&P underscores trader indecision, Technical breakpoints and more…
Fed Meeting Preview
What’s in Today’s Report: What to make of yesterday’s selloff and reversal, FOMC preview, Chart: S&P 500 measured move reached and more…
It’s a Tightening Tantrum, Not a Taper Tantrum
What’s in Today’s Report: It’s a tightening tantrum, not a taper tantrum, Fed eases hawkish concerns, FOMC decision Wednesday, and more.
Why Did Stocks Drop Again?
What’s in Today’s Report: Why did stocks drop again? Technical analysis follow up to sector valuations, EIA analysis and oil market update.
Early Earnings Season Takeaways
What’s in Today’s Report: Early earnings season takeaways, Modestly higher futures, China’s surprise interest rate cuts, and more…
Sectors: Expensive, Cheap, and In Line With the S&P 500
What’s in Today’s Report: Sectors: Expensive, Cheap, and In-Line with the S&P 500, Chart: 10-Year German Bund Yield turns positive and more.
Why High Growth Tech Is Still a Risk to the Market
What’s in Today’s Report: Why high growth tech is still a risk to the market, Watch treasuries and ARKK, and January data coming into focus.
Pace Matters
What’s in Today’s Report: The Fed rate hike rhetoric needs to calm down, Better than expected economic data, and more…
Why the 7% CPI Print Wasn’t Incrementally Hawkish
What’s in Today’s Report: Why the 7% CPI print wasn’t incrementally hawkish, EIA analysis and energy market update, and more…