Jobs Day (Slight Shift in Expectations)
What’s in Today’s Report: Jobs day (Slightly shift in expectations), Washington update – Why Manchin’s op-ed is important, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Jobs Report Preview (Why It’s the Most Important Jobs Report of the Year)
What’s in Today’s Report: Jobs report preview (Why it’s the most important jobs report of the year), EIA analysis and Oil market update.
Economic Breaker Panel: August Update
What’s in Today’s Report: Sevens Report economic breaker panel – August update, Consumer Confidence data points to stagflation, and more…
Infrastructure Update
What’s in Today’s Report: Infrastructure update, Hurricane Ida and energy markets, Stock futures trading at all-time highs, and more…
Why Powell’s Speech Caused a Rally
What’s in Today’s Report: Why Powell’s speech caused a rally, Will data keep the goldilocks rally going? Jobs week (Most important in months)
Powell Speech Preview
What’s in Today’s Report: Powell speech preview, Modestly higher futures, No new developments in Afghanistan, and more…
Why Does the Market Think COVID Has Peaked?
What’s in Today’s Report: Why does the market think COVID has peaked? EIA analysis and oil market update, and more…
Using the Yield Curve to Measure Taper Expectations
What’s in Today’s Report: Using the yield curve to measures taper expectations, Strong 2-Year Note auction implies a dovish Powell, and more.
Taper Outlook: Good, Bad, and Ugly Scenarios
What’s in Today’s Report: It’s not when, but how the Fed tapers that matters, Chinese tech stocks recovering, and more…
Why Negative Headlines Still Aren’t Hurting Stocks
What’s in Today’s Report: Why negative headlines still aren’t hurting stocks, Can good earnings continue to offset negative macro headlines?