What’s Driving Stocks
What’s in Today’s Report: What’s driving stocks, Natural gas update (New highs ahead?), this week’s economic data, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Is the 10’s-2’s Spread Outdated?
What’s in Today’s Report: Is the 10’s-2’s Spread outdated? EIA analysis and oil market update (Prices back near the recent highs)
The Real Impact of Rising Rates
What’s in Today’s Report: What’s the real impact of rising rates? Chart: 5-Year inflation expectations hit new highs, and more…
Powell Speech Takeaways
What’s in Today’s Report: Powell’s comments takeaway: It’s not about 50 basis points, it’s about certainty, 2-Year Yield surges beyond 2%.
Can the Rally Keep Going?
What’s in Today’s Report: Weekly market preview: Can the rally keep going? Weekly economic cheat sheet: Flash PMIs are the key number.
Technical View of Preferred Portfolio Allocations
What’s in Today’s Report: Technical analysis of Sevens Report preferred portfolio allocations and yield curve, Value recovers to flat.
What the Fed Decision Means for Markets
What’s in Today’s Report: Fed meeting takeaways, What the Fed meeting means for markets, Oils move above $100, and more…
Economic Breaker Panel: March Update
What’s in Today’s Report: Economic breaker panel – March update, Empire State Manufacturing Index and PPI takeaways, and more…
FOMC Preview
What’s in Today’s Report: FOMC preview, Rising U.S and China tensions, China’s Covid-19 cases rising, and more…
Updated Near-Term Market Outlook
What’s in Today’s Report: Updated near-term market outlook, Weekly economic cheat sheet, New Covid-19 lockdowns, and more…