Why Did Stocks Drop?
What’s in Today’s Report: Why did stocks drop? Fed minutes takeaways, EIA data takeaways and oil update, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
The Delta Variant and Markets
What’s in Today’s Report: Is the Delta variant impacting the markets? Retail sales & industrial production and Value outperforming growth.
This Is What Stagflation Looks Like
What’s in Today’s Report: This is what stagflation looks like, Yield curve chart: the steepening trend is stalling, and more…
How is the Market Ignoring the COVID Spike?
What’s in Today’s Report: How is the market ignoring the COVID spike? Is the recovery losing any momentum? Key growth data this week.
Inflation Update (Post CPI/PPI)
What’s in Today’s Report: Inflation update (Post CPI/PPI), Mixed COVID headlines, Slightly changed futures, and more…
Yield Curve Update (Reflation vs. Stagflation)
What’s in Today’s Report: Yield curve update (Reflation vs. Stagflation), EIA and oil market update, and more…
Market Multiple Levels: S&P 500 Chart
What’s in Today’s Report: Market Multiple Levels: S&P 500 chart, NFIB small business optimism index: Labor market issues remain a headwind.
Market Multiple Table: August Update
What’s in Today’s Report: Market multiple table: August update, Chart: JOLTS hit a new record, and more…
The Bullish Recipe (Why Stocks Are So Resilient)
What’s in Today’s Report: The bullish recipe (Why stocks are so resilient), Will COVID weigh on the recovery? Key inflation data this week.
Is Stagflation Possible? Yes.
What’s in Today’s Report: Is Stagflation Possible? Yes. Underwhelming economic data, Negative COVID headlines, and more…