What’s Driving this Rally in Stocks?
What’s in today’s report: What’s driving this rally in stocks? Can yields stay low (and push stocks higher?) Flash PMIs and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
April Economic Breaker Panel: Is the Economy Set to Overheat?
What’s in today’s report: April economic breaker panel: Is the economy set to overheat? EIA analysis and oil update, Futures and more…
Is the Tapering Talk Set to Begin?
What’s in today’s report: Is the tapering talk set to begin? Futures are little changed, Economic data was mixed overnight, 30 year Treasury auction and more…
What Would Make the Fed Less Dovish?
What’s in today’s report: What would make the Fed less dovish? Futures are little changed, Inflation stats could be set to rise and more…
Cyclicals/Value vs. Tech/Growth Positioning Update
What’s in today’s report: Cyclicals/Value vs. Tech/Growth positioning update, EIA analysis and oil update, FOMC minutes: Dovish, but we still expect tapering discussions in the coming weeks and more…
Market Multiple Levels: S&P 500 Chart
What’s in today’s report: Market multiple table: S&P 500 chart, U.S. equity futures are little change this morning, the March FOMC meeting minutes and more…
Market Multiple Table: April Update
What’s in today’s report: Market multiple table: April update, Stock futures are modestly lower, there is just one economic report to watch and more…
What Friday’s Jobs Report Means for Markets
What’s in today’s report: What Friday’s job report means for the rally (less dovish Fed?), Weekly market preview, weekly economic cheat sheet and more…
Too Much Stimulus?
What’s in today’s report: Is there such a thing as too much stimulus? Is the market starting to price in a future less-dovish Fed? Stock futures and more…
Why Contracts for Difference Matter to You
What’s in today’s report: Why contracts for difference matter to your clients, Stock futures are mixed, The 10 year Treasury yield rose by as much as 5 basis points overnight and more…