Second Half Outlook
What’s in Today’s Report: Second half outlook, Weekly economic cheat sheet, OPEC+’s failed meeting, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Jobs Day
What’s in Today’s Report: Why inflation might not be as temporary as the Fed thinks, OPEC update, and Oil outlook.
Jobs Report Preview (Could It Make the Fed More Hawkish?)
What’s in Today’s Report: Jobs report preview – Could a “too hot” report make the Fed more hawkish? Oil update and EIA analysis.
Two Major Market Risks
What’s in Today’s Report: What could go (really) wrong? Two candidates, Consumer confidence takeaways, and more…
What’s the State of Infrastructure?
What’s in Today’s Report: What’s the state of infrastructure? Delta variant concerns with additional lockdowns, and more…
Important Economic Data This Week
What’s in Today’s Report: Weekly market preview: Is the recovery losing momentum? Jobs report Friday, Global PMIs Thursday, and more…
Oil Update: EIA Data and OPEC+ Policy Outlook
What’s in Today’s Report: June PMI Composite Flash data takeaways, Oil update: EIA data, OPEC+ Policy outlook, and more…
Do Bonds Know Something Stocks Don’t?
What’s in Today’s Report: Do bonds know something stocks don’t? Existing home sales data takeaways, June Flash Composite PMI data, & more…
Economic Breaker Panel: June Update
What’s in Today’s Report: Sevens Report economic breaker panel: June update, Looking ahead to more commentary from Chair Powell today, & more
Four Pillars of the Rally Remain Intact
What’s in Today’s Report: Four pillars of the rally remain intact, Weekly economic cheat sheet – flash PMIs and core PCE in focus.