Why Stocks Dropped Yesterday (It Wasn’t CPI)
What’s in Today’s Report: Why stocks dropped yesterday (It wasn’t CPI), EIA analysis and oil market update, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Market Multiple Levels: S&P 500 Chart
What’s in Today’s Report: Market Multiple Levels: S&P 500 chart, Mildly lower futures, Chinese inflation data, and more…
Market Multiple Table: November Update
What’s in Today’s Report: Market multiple table: November update, Stock futures pulled back overnight, and more…
Near-Term Macro Calm (But Risks Building for 2022)
What’s in Today’s Report: Near-term macro calm (But risks building for 2022), Risks of an accelerated taper, Key inflation data this week.
Jobs Report Preview
What’s in Today’s Report: Jobs report preview, Why the Bank of England surprise matters to you, OPEC decision and Oil market update.
What Fed Tapering Means for Markets
What’s in Today’s Report: What Fed tapering means for markets (Short term positive, medium term uncertainty), EIA and oil market update.
Fed Day
What’s in Today’s Report: FOMC preview (Abbreviated version), Reserve Bank of Australia decision, CME FedWatch Tool – chart, and more…
FOMC Preview
What’s in Today’s Report: FOMC preview, ISM Manufacturing Index – takeaways, Slightly lower futures, and more…
Macro Clarity This Week?
What’s in Today’s Report: Can we get macro clarity this week? A very busy week (Final Oct. PMIs, Fed Decision, Jobs Report), and more…
ECB Decision Takeaways (Not as Dovish as Hoped)
What’s in Today’s Report: ECB decision takeaways (Not as dovish as hoped), Moderately lower futures, and more…