Omicron Update: The Two Key Questions We Need Answered
What’s in Today’s Report: Omicron update, How big of a risk is the new variant? A very busy economic week: Jobs report, Final PMIs.
Author Archive for: Tom Essaye
Entries by Tom Essaye
What the New COVID Variant Means for the Rally (So Far)
What’s in Today’s Report: What the new COVID variant means for the rally (So far), Sharply lower futures, Lockdown concerns, and more…
What the SPR Release Means for Oil
What’s in Today’s Report: Global flash composite PMI data takeaways, What the SPR release means for oil, and more…
What Powell’s Renomination Means for Markets
What’s in Today’s Report: What Powell’s renomination means for markets, Gold update: Cooling inflation outlook favors the bears, and more…
Why Last Week Was More Positive for Stocks Than It Seems
What’s in Today’s Report: Why last week was more positive for markets than it seems, Will COVID concerns recede? Key Inflation report.
Another Hot Economic Report
What’s in Today’s Report: Another hot economic report (Philly Fed), Modestly lower futures, Negative global COVID headlines, and more…
Two Potential Sources of Volatility Into Year-End
What’s in Today’s Report: Two potential sources of volatility into year-end, Oil update and EIA analysis, and more…
Dow Theory Update
What’s in Today’s Report: What the early-November squeeze in the Dow Transports means for the broader equity markets, and more…
Inflation Expectations Update
What’s in Today’s Report: Inflation expectations update, Empire State Manufacturing Index takeaways, and more…
Sector Winners from the Infrastructure Bill
What’s in Today’s Report: Sector winners from the infrastructure bill, slightly higher futures, Global yields little changed, and more…